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 | $0 | $47,479-100.0% | $62,929-100.0% | $82,448-100.0% |
| Participation rate | 0.0% | 66.9%-66.9pp | 73.1%-73.1pp | 68.1%-68.1pp |
| Annual return | 11.04% | 20.34%-9.3pp | 1063.93%-1052.9pp | 41.64%-30.6pp |
| Employer contribution / active EE | $1,032 | $1,885-45.2% | $2,505-58.8% | $2,551-59.5% |
| Participant deferral / active EE | $1,115 | $2,870-61.2% | $3,888-71.3% | $4,139-73.1% |
| Admin fee / account holder | $0 | $3,804-100.0% | $5,065-100.0% | $7,234-100.0% |