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 | $87,054 | $72,400+20.2% | $67,502+29.0% | $145,922-40.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 25.36% | 7182.46%-7157.1pp | 3512.12%-3486.8pp | 561.29%-535.9pp |
| Employer contribution / active EE | $7,631 | $3,069+148.6% | $2,731+179.4% | $4,660+63.8% |
| Participant deferral / active EE | $1,516 | $4,783-68.3% | $4,000-62.1% | $6,688-77.3% |
| Admin fee / account holder | $0 | $5,539-100.0% | $3,998-100.0% | $13,397-100.0% |