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 | $18,796 | $111,754-83.2% | $103,333-81.8% | $145,922-87.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 6.19% | 24.77%-18.6pp | 24.88%-18.7pp | 561.29%-555.1pp |
| Employer contribution / active EE | $6,981 | $4,212+65.7% | $3,868+80.5% | $4,660+49.8% |
| Participant deferral / active EE | $3,665 | $5,619-34.8% | $5,057-27.5% | $6,688-45.2% |
| Admin fee / account holder | $82 | $9,750-99.2% | $8,355-99.0% | $13,397-99.4% |