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 | $20,164 | $158,398-87.3% | $126,539-84.1% | $142,382-85.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | -0.22% | 593.76%-594.0pp | 425.95%-426.2pp | 217.08%-217.3pp |
| Employer contribution / active EE | $2,656 | $4,650-42.9% | $3,674-27.7% | $4,299-38.2% |
| Participant deferral / active EE | $2,308 | $4,767-51.6% | $4,083-43.5% | $6,507-64.5% |
| Admin fee / account holder | $0 | $6,918-100.0% | $6,065-100.0% | $12,624-100.0% |