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 | $19,335 | $154,228-87.5% | $145,433-86.7% | $137,256-85.9% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.1%-7.1pp | 80.0%-5.0pp |
| Annual return | 40.87% | 74.59%-33.7pp | 66.58%-25.7pp | 220.34%-179.5pp |
| Employer contribution / active EE | $1,863 | $4,804-61.2% | $4,554-59.1% | $4,156-55.2% |
| Participant deferral / active EE | $11,239 | $8,216+36.8% | $7,897+42.3% | $6,407+75.4% |
| Admin fee / account holder | $216 | $14,344-98.5% | $13,129-98.4% | $12,270-98.2% |