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 | $189,613-17.3% | $167,512-6.4% | $142,382+10.1% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 0.25% | 2024.68%-2024.4pp | 1615.79%-1615.5pp | 217.08%-216.8pp |
| Employer contribution / active EE | $2,320 | $4,349-46.7% | $3,882-40.2% | $4,299-46.0% |
| Participant deferral / active EE | $14,301 | $6,981+104.8% | $6,405+123.3% | $6,507+119.8% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |