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 | $198,354 | $159,602+24.3% | $150,045+32.2% | $142,382+39.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 29.36% | 70.24%-40.9pp | 62.55%-33.2pp | 217.08%-187.7pp |
| Employer contribution / active EE | $24,560 | $4,961+395.1% | $4,693+423.3% | $4,299+471.3% |
| Participant deferral / active EE | $13,318 | $8,310+60.3% | $7,997+66.5% | $6,507+104.7% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |