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 | $38,285 | $106,515-64.1% | $96,683-60.4% | $139,434-72.5% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 5.87% | 38.43%-32.6pp | 35.69%-29.8pp | 372.94%-367.1pp |
| Employer contribution / active EE | $1,560 | $4,103-62.0% | $3,737-58.3% | $4,751-67.2% |
| Participant deferral / active EE | $11,250 | $5,454+106.3% | $4,878+130.6% | $6,710+67.7% |
| Admin fee / account holder | $132 | $7,877-98.3% | $6,730-98.0% | $11,403-98.8% |