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 | $9,704 | $109,904-91.2% | $97,167-90.0% | $145,959-93.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 7.15% | 243.43%-236.3pp | 75.27%-68.1pp | 561.95%-554.8pp |
| Employer contribution / active EE | $1,329 | $3,084-56.9% | $2,729-51.3% | $4,661-71.5% |
| Participant deferral / active EE | $3,774 | $4,676-19.3% | $4,264-11.5% | $6,689-43.6% |
| Admin fee / account holder | $129 | $6,216-97.9% | $5,650-97.7% | $13,398-99.0% |