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 | $50,288 | $100,773-50.1% | $88,946-43.5% | $142,382-64.7% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 14.20% | 70.18%-56.0pp | 57.82%-43.6pp | 217.08%-202.9pp |
| Employer contribution / active EE | $8,318 | $2,918+185.1% | $2,555+225.5% | $4,299+93.5% |
| Participant deferral / active EE | $15,667 | $5,230+199.5% | $4,581+242.0% | $6,507+140.8% |
| Admin fee / account holder | $0 | $9,693-100.0% | $8,261-100.0% | $12,624-100.0% |