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 | $109,982-91.2% | $97,226-90.0% | $145,922-93.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.7%+27.3pp | 80.3%+19.7pp |
| Annual return | 7.15% | 242.90%-235.8pp | 75.13%-68.0pp | 561.29%-554.1pp |
| Employer contribution / active EE | $1,329 | $3,084-56.9% | $2,729-51.3% | $4,660-71.5% |
| Participant deferral / active EE | $3,774 | $4,676-19.3% | $4,264-11.5% | $6,688-43.6% |
| Admin fee / account holder | $129 | $6,221-97.9% | $5,654-97.7% | $13,397-99.0% |