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 | $27,493 | $61,774-55.5% | $97,226-71.7% | $80,856-66.0% |
| Participation rate | 98.6% | 63.5%+35.1pp | 72.7%+25.9pp | 67.6%+31.0pp |
| Annual return | -54.55% | -557.90%+503.4pp | 75.13%-129.7pp | 35.59%-90.1pp |
| Employer contribution / active EE | $13,398 | $1,837+629.5% | $2,729+391.0% | $2,755+386.4% |
| Participant deferral / active EE | $0 | $3,029-100.0% | $4,264-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $5,166-100.0% | $5,654-100.0% | $6,918-100.0% |