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 | $26,970 | $111,724-75.9% | $93,606-71.2% | $145,922-81.5% |
| Participation rate | 100.0% | 74.2%+25.8pp | 68.7%+31.3pp | 80.3%+19.7pp |
| Annual return | 9.84% | 202.98%-193.1pp | 133.20%-123.4pp | 561.29%-551.4pp |
| Employer contribution / active EE | $3,471 | $3,090+12.3% | $2,420+43.4% | $4,660-25.5% |
| Participant deferral / active EE | $2,344 | $4,912-52.3% | $4,411-46.9% | $6,688-64.9% |
| Admin fee / account holder | $0 | $10,250-100.0% | $8,285-100.0% | $13,397-100.0% |