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 | $21,860 | $159,602-86.3% | $150,045-85.4% | $142,382-84.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 0.00% | 70.24%-70.2pp | 62.55%-62.5pp | 217.08%-217.1pp |
| Employer contribution / active EE | $13,172 | $4,961+165.5% | $4,693+180.7% | $4,299+206.4% |
| Participant deferral / active EE | $8,684 | $8,310+4.5% | $7,997+8.6% | $6,507+33.4% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |