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 | $159,602-87.9% | $150,045-87.1% | $142,382-86.4% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.3%-7.3pp | 80.1%-5.1pp |
| Annual return | 40.87% | 70.24%-29.4pp | 62.55%-21.7pp | 217.08%-176.2pp |
| Employer contribution / active EE | $1,863 | $4,961-62.4% | $4,693-60.3% | $4,299-56.7% |
| Participant deferral / active EE | $11,239 | $8,310+35.2% | $7,997+40.5% | $6,507+72.7% |
| Admin fee / account holder | $216 | $14,846-98.5% | $13,435-98.4% | $12,624-98.3% |