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 | $189,613-72.0% | $167,512-68.3% | $142,382-62.7% |
| Participation rate | 100.0% | 80.1%+19.9pp | 77.1%+22.9pp | 80.1%+19.9pp |
| Annual return | 13.84% | 2024.68%-2010.8pp | 1615.79%-1602.0pp | 217.08%-203.2pp |
| Employer contribution / active EE | $19,556 | $4,349+349.7% | $3,882+403.8% | $4,299+354.9% |
| Participant deferral / active EE | $10,668 | $6,981+52.8% | $6,405+66.6% | $6,507+63.9% |
| Admin fee / account holder | $0 | $10,528-100.0% | $9,769-100.0% | $12,624-100.0% |