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 | $156,785 | $180,749-13.3% | $160,784-2.5% | $137,256+14.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 0.25% | 2234.46%-2234.2pp | 1803.92%-1803.7pp | 220.34%-220.1pp |
| Employer contribution / active EE | $2,320 | $4,155-44.2% | $3,733-37.9% | $4,156-44.2% |
| Participant deferral / active EE | $14,301 | $6,844+108.9% | $6,293+127.3% | $6,407+123.2% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |