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 | $21,178 | $70,606-70.0% | $53,898-60.7% | $142,382-85.1% |
| Participation rate | 75.0% | 63.7%+11.3pp | 55.0%+20.0pp | 80.1%-5.1pp |
| Annual return | 0.00% | 619.81%-619.8pp | 528.60%-528.6pp | 217.08%-217.1pp |
| Employer contribution / active EE | $3,967 | $1,202+230.0% | $932+325.6% | $4,299-7.7% |
| Participant deferral / active EE | $11,917 | $2,364+404.1% | $1,826+552.5% | $6,507+83.1% |
| Admin fee / account holder | $0 | $2,852-100.0% | $2,491-100.0% | $12,624-100.0% |