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 | $10,484 | $52,353-80.0% | $120,225-91.3% | $82,448-87.3% |
| Participation rate | 98.6% | 58.3%+40.2pp | 69.6%+29.0pp | 68.1%+30.5pp |
| Annual return | 0.00% | 61.85%-61.8pp | 439.23%-439.2pp | 41.64%-41.6pp |
| Employer contribution / active EE | $10,484 | $1,510+594.3% | $3,475+201.6% | $2,551+311.0% |
| Participant deferral / active EE | $0 | $2,627-100.0% | $3,999-100.0% | $4,139-100.0% |
| Admin fee / account holder | $0 | $4,363-100.0% | $5,696-100.0% | $7,234-100.0% |