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 | $137,294 | $183,592-25.2% | $155,567-11.7% | $145,959-5.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.95% | 61.24%-47.3pp | 64.74%-50.8pp | 561.95%-548.0pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,674-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $15,750 | $6,464+143.6% | $5,628+179.9% | $6,689+135.5% |
| Admin fee / account holder | $40 | $19,318-99.8% | $15,916-99.7% | $13,398-99.7% |