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 | $34,711 | $189,613-81.7% | $167,512-79.3% | $142,382-75.6% |
| Participation rate | 75.0% | 80.1%-5.1pp | 77.1%-2.1pp | 80.1%-5.1pp |
| Annual return | 0.00% | 2024.68%-2024.7pp | 1615.79%-1615.8pp | 217.08%-217.1pp |
| Employer contribution / active EE | $2,933 | $4,349-32.6% | $3,882-24.4% | $4,299-31.8% |
| Participant deferral / active EE | $7,500 | $6,981+7.4% | $6,405+17.1% | $6,507+15.3% |
| Admin fee / account holder | $5 | $10,528-100.0% | $9,769-99.9% | $12,624-100.0% |