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 | $89,303 | $159,602-44.0% | $150,045-40.5% | $142,382-37.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.3%+17.7pp | 80.1%+19.9pp |
| Annual return | 18.02% | 70.24%-52.2pp | 62.55%-44.5pp | 217.08%-199.1pp |
| Employer contribution / active EE | $2,829 | $4,961-43.0% | $4,693-39.7% | $4,299-34.2% |
| Participant deferral / active EE | $11,000 | $8,310+32.4% | $7,997+37.6% | $6,507+69.0% |
| Admin fee / account holder | $0 | $14,846-100.0% | $13,435-100.0% | $12,624-100.0% |