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 | $92,942 | $111,724-16.8% | $93,606-0.7% | $145,922-36.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 21.86% | 202.98%-181.1pp | 133.20%-111.3pp | 561.29%-539.4pp |
| Employer contribution / active EE | $17,195 | $3,090+456.5% | $2,420+610.6% | $4,660+269.0% |
| Participant deferral / active EE | $15,333 | $4,912+212.2% | $4,411+247.6% | $6,688+129.3% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |