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 | $52,800 | $159,934-67.0% | $147,005-64.1% | $145,959-63.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -26.80% | 98.24%-125.0pp | 418.76%-445.6pp | 561.95%-588.8pp |
| Employer contribution / active EE | $5,580 | $5,287+5.5% | $4,934+13.1% | $4,661+19.7% |
| Participant deferral / active EE | $20,612 | $8,427+144.6% | $8,070+155.4% | $6,689+208.2% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |