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 | $12,674 | $72,400-82.5% | $67,502-81.2% | $145,922-91.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 17.72% | 7182.46%-7164.7pp | 3512.12%-3494.4pp | 561.29%-543.6pp |
| Employer contribution / active EE | $5,263 | $3,069+71.5% | $2,731+92.7% | $4,660+12.9% |
| Participant deferral / active EE | $1,532 | $4,783-68.0% | $4,000-61.7% | $6,688-77.1% |
| Admin fee / account holder | $48 | $5,539-99.1% | $3,998-98.8% | $13,397-99.6% |