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 | $111,814-16.9% | $93,654-0.8% | $145,959-36.3% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 21.86% | 203.30%-181.4pp | 133.34%-111.5pp | 561.95%-540.1pp |
| Employer contribution / active EE | $17,195 | $3,092+456.2% | $2,421+610.3% | $4,661+268.9% |
| Participant deferral / active EE | $15,333 | $4,914+212.0% | $4,413+247.5% | $6,689+129.2% |
| Admin fee / account holder | $0 | $10,246-100.0% | $8,282-100.0% | $13,398-100.0% |