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 | $159,184 | $183,519-13.3% | $155,509+2.4% | $145,922+9.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 28.63% | 61.17%-32.5pp | 64.67%-36.0pp | 561.29%-532.7pp |
| Employer contribution / active EE | $34,500 | $5,313+549.4% | $4,672+638.4% | $4,660+640.4% |
| Participant deferral / active EE | $0 | $6,462-100.0% | $5,626-100.0% | $6,688-100.0% |
| Admin fee / account holder | $0 | $19,313-100.0% | $15,912-100.0% | $13,397-100.0% |