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 | $134,619 | $112,729+19.4% | $98,716+36.4% | $137,256-1.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | -52.17% | 38.48%-90.7pp | 31.81%-84.0pp | 220.34%-272.5pp |
| Employer contribution / active EE | $0 | $2,725-100.0% | $2,279-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $0 | $4,640-100.0% | $4,048-100.0% | $6,407-100.0% |
| Admin fee / account holder | $0 | $10,129-100.0% | $8,703-100.0% | $12,270-100.0% |