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 | $29,066 | $74,888-61.2% | $71,209-59.2% | $142,382-79.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.1%+19.9pp |
| Annual return | 23.60% | 345.14%-321.5pp | 282.51%-258.9pp | 217.08%-193.5pp |
| Employer contribution / active EE | $3,088 | $2,854+8.2% | $2,721+13.5% | $4,299-28.2% |
| Participant deferral / active EE | $6,739 | $4,454+51.3% | $4,175+61.4% | $6,507+3.6% |
| Admin fee / account holder | $0 | $5,568-100.0% | $5,349-100.0% | $12,624-100.0% |