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 | $241,278 | $214,378+12.5% | $200,582+20.3% | $142,382+69.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.9%+13.1pp | 80.1%+19.9pp |
| Annual return | 26.53% | 46.41%-19.9pp | 42.33%-15.8pp | 217.08%-190.5pp |
| Employer contribution / active EE | $1,872 | $6,841-72.6% | $6,419-70.8% | $4,299-56.5% |
| Participant deferral / active EE | $21,299 | $9,865+115.9% | $9,331+128.3% | $6,507+227.3% |
| Admin fee / account holder | $0 | $17,692-100.0% | $16,305-100.0% | $12,624-100.0% |