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 | $11,506 | $111,754-89.7% | $103,333-88.9% | $145,922-92.1% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 23.56% | 24.77%-1.2pp | 24.88%-1.3pp | 561.29%-537.7pp |
| Employer contribution / active EE | $3,057 | $4,212-27.4% | $3,868-21.0% | $4,660-34.4% |
| Participant deferral / active EE | $8,345 | $5,619+48.5% | $5,057+65.0% | $6,688+24.8% |
| Admin fee / account holder | $20 | $9,750-99.8% | $8,355-99.8% | $13,397-99.9% |