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 | $30,562 | $177,572-82.8% | $154,803-80.3% | $142,382-78.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 76.90% | 65.07%+11.8pp | 58.88%+18.0pp | 217.08%-140.2pp |
| Employer contribution / active EE | $1,640 | $4,810-65.9% | $4,305-61.9% | $4,299-61.8% |
| Participant deferral / active EE | $5,197 | $6,272-17.1% | $5,540-6.2% | $6,507-20.1% |
| Admin fee / account holder | $43 | $16,786-99.7% | $14,329-99.7% | $12,624-99.7% |