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 | $88,061 | $177,572-50.4% | $154,803-43.1% | $142,382-38.2% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 24.43% | 65.07%-40.6pp | 58.88%-34.5pp | 217.08%-192.6pp |
| Employer contribution / active EE | $4,512 | $4,810-6.2% | $4,305+4.8% | $4,299+5.0% |
| Participant deferral / active EE | $16,650 | $6,272+165.5% | $5,540+200.5% | $6,507+155.9% |
| Admin fee / account holder | $18 | $16,786-99.9% | $14,329-99.9% | $12,624-99.9% |