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 | $47,074 | $201,272-76.6% | $184,203-74.4% | $145,922-67.7% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 23.16% | 29.00%-5.8pp | 28.81%-5.7pp | 561.29%-538.1pp |
| Employer contribution / active EE | $3,017 | $7,022-57.0% | $6,427-53.1% | $4,660-35.2% |
| Participant deferral / active EE | $17,613 | $9,806+79.6% | $9,131+92.9% | $6,688+163.4% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |