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.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,627 | $159,901-38.9% | $146,958-33.6% | $145,922-33.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 23.72% | 98.13%-74.4pp | 418.34%-394.6pp | 561.29%-537.6pp |
| Employer contribution / active EE | $58,237 | $5,286+1001.7% | $4,933+1080.6% | $4,660+1149.8% |
| Participant deferral / active EE | $21,274 | $8,428+152.4% | $8,070+163.6% | $6,688+218.1% |
| Admin fee / account holder | $0 | $15,044-100.0% | $12,998-100.0% | $13,397-100.0% |