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 | $95,894 | $210,698-54.5% | $178,014-46.1% | $145,959-34.3% |
| Participation rate | 76.9% | 80.8%-3.8pp | 77.1%-0.2pp | 80.3%-3.4pp |
| Annual return | 25.52% | 386.27%-360.8pp | 294.80%-269.3pp | 561.95%-536.4pp |
| Employer contribution / active EE | $1,717 | $4,567-62.4% | $3,950-56.5% | $4,661-63.2% |
| Participant deferral / active EE | $3,311 | $6,958-52.4% | $6,276-47.2% | $6,689-50.5% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |