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 | $57,109 | $166,020-65.6% | $164,866-65.4% | $145,959-60.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 2.84% | 100.08%-97.2pp | 69.97%-67.1pp | 561.95%-559.1pp |
| Employer contribution / active EE | $2,280 | $5,275-56.8% | $4,343-47.5% | $4,661-51.1% |
| Participant deferral / active EE | $15,333 | $6,961+120.3% | $6,033+154.2% | $6,689+129.2% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |