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 | $85,376 | $150,187-43.2% | $120,354-29.1% | $145,922-41.5% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 4.03% | 154.07%-150.0pp | 107.15%-103.1pp | 561.29%-557.3pp |
| Employer contribution / active EE | $32,327 | $4,348+643.5% | $3,463+833.6% | $4,660+593.8% |
| Participant deferral / active EE | $12,200 | $6,173+97.6% | $4,991+144.4% | $6,688+82.4% |
| Admin fee / account holder | $0 | $12,207-100.0% | $9,423-100.0% | $13,397-100.0% |