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 | $14,635 | $58,208-74.9% | $81,812-82.1% | $80,856-81.9% |
| Participation rate | 98.4% | 63.4%+34.9pp | 72.3%+26.0pp | 67.6%+30.7pp |
| Annual return | -41.92% | 41.66%-83.6pp | 773.79%-815.7pp | 35.59%-77.5pp |
| Employer contribution / active EE | $8,197 | $2,340+250.3% | $2,912+181.5% | $2,755+197.5% |
| Participant deferral / active EE | $0 | $3,281-100.0% | $4,319-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $4,981-100.0% | $7,386-100.0% | $6,918-100.0% |