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 | $61,006 | $159,901-61.8% | $146,958-58.5% | $145,922-58.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 2.82% | 98.13%-95.3pp | 418.34%-415.5pp | 561.29%-558.5pp |
| Employer contribution / active EE | $12,840 | $5,286+142.9% | $4,933+160.3% | $4,660+175.6% |
| Participant deferral / active EE | $17,833 | $8,428+111.6% | $8,070+121.0% | $6,688+166.7% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |