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 | $38,593 | $117,983-67.3% | $101,794-62.1% | $142,382-72.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 54.30% | 36.92%+17.4pp | 30.53%+23.8pp | 217.08%-162.8pp |
| Employer contribution / active EE | $11,404 | $2,773+311.3% | $2,289+398.2% | $4,299+165.3% |
| Participant deferral / active EE | $21,450 | $4,714+355.1% | $4,084+425.2% | $6,507+229.6% |
| Admin fee / account holder | $249 | $10,433-97.6% | $8,777-97.2% | $12,624-98.0% |