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 | $15,992 | $177,572-91.0% | $154,803-89.7% | $142,382-88.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 13.13% | 65.07%-51.9pp | 58.88%-45.8pp | 217.08%-203.9pp |
| Employer contribution / active EE | $3,227 | $4,810-32.9% | $4,305-25.0% | $4,299-24.9% |
| Participant deferral / active EE | $4,406 | $6,272-29.8% | $5,540-20.5% | $6,507-32.3% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |