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 | $83,223 | $159,602-47.9% | $150,045-44.5% | $142,382-41.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 8.61% | 70.24%-61.6pp | 62.55%-53.9pp | 217.08%-208.5pp |
| Employer contribution / active EE | $28,864 | $4,961+481.9% | $4,693+515.0% | $4,299+571.4% |
| Participant deferral / active EE | $27,250 | $8,310+227.9% | $7,997+240.7% | $6,507+318.8% |
| Admin fee / account holder | $277 | $14,846-98.1% | $13,435-97.9% | $12,624-97.8% |