See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,640 | $179,726-68.5% | $156,263-63.8% | $142,382-60.2% |
| Participation rate | 83.3% | 82.1%+1.3pp | 78.9%+4.4pp | 80.1%+3.2pp |
| Annual return | 8.62% | 77.86%-69.2pp | 59.47%-50.8pp | 217.08%-208.5pp |
| Employer contribution / active EE | $5,708 | $5,069+12.6% | $4,333+31.7% | $4,299+32.8% |
| Participant deferral / active EE | $17,967 | $6,956+158.3% | $6,158+191.7% | $6,507+176.1% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |