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 | $83,070 | $173,340-52.1% | $136,007-38.9% | $145,959-43.1% |
| Participation rate | 100.0% | 80.5%+19.5pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | -59.04% | 1163.32%-1222.4pp | 579.32%-638.4pp | 561.95%-621.0pp |
| Employer contribution / active EE | $6,600 | $5,275+25.1% | $4,215+56.6% | $4,661+41.6% |
| Participant deferral / active EE | $62,400 | $8,699+617.3% | $7,024+788.4% | $6,689+832.9% |
| Admin fee / account holder | $0 | $9,954-100.0% | $6,858-100.0% | $13,398-100.0% |