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 | $32,441 | $183,519-82.3% | $155,509-79.1% | $145,922-77.8% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 98.18% | 61.17%+37.0pp | 64.67%+33.5pp | 561.29%-463.1pp |
| Employer contribution / active EE | $7,471 | $5,313+40.6% | $4,672+59.9% | $4,660+60.3% |
| Participant deferral / active EE | $0 | $6,462-100.0% | $5,626-100.0% | $6,688-100.0% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |