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 | $72,530 | $117,983-38.5% | $101,794-28.7% | $142,382-49.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 7.81% | 36.92%-29.1pp | 30.53%-22.7pp | 217.08%-209.3pp |
| Employer contribution / active EE | $5,019 | $2,773+81.0% | $2,289+119.3% | $4,299+16.7% |
| Participant deferral / active EE | $11,440 | $4,714+142.7% | $4,084+180.1% | $6,507+75.8% |
| Admin fee / account holder | $0 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |