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 | $24,684 | $159,901-84.6% | $146,958-83.2% | $145,922-83.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -18.39% | 98.13%-116.5pp | 418.34%-436.7pp | 561.29%-579.7pp |
| Employer contribution / active EE | $6,246 | $5,286+18.2% | $4,933+26.6% | $4,660+34.0% |
| Participant deferral / active EE | $9,618 | $8,428+14.1% | $8,070+19.2% | $6,688+43.8% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |