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 | $53,125 | $180,749-70.6% | $160,784-67.0% | $137,256-61.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 13.84% | 2234.46%-2220.6pp | 1803.92%-1790.1pp | 220.34%-206.5pp |
| Employer contribution / active EE | $19,556 | $4,155+370.6% | $3,733+423.9% | $4,156+370.6% |
| Participant deferral / active EE | $10,668 | $6,844+55.9% | $6,293+69.5% | $6,407+66.5% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |