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 | $110,006 | $159,901-31.2% | $146,958-25.1% | $145,922-24.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 27.67% | 98.13%-70.5pp | 418.34%-390.7pp | 561.29%-533.6pp |
| Employer contribution / active EE | $11,894 | $5,286+125.0% | $4,933+141.1% | $4,660+155.2% |
| Participant deferral / active EE | $7,000 | $8,428-16.9% | $8,070-13.3% | $6,688+4.7% |
| Admin fee / account holder | $40 | $15,044-99.7% | $12,998-99.7% | $13,397-99.7% |