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 | $72,783 | $48,230+50.9% | $67,502+7.8% | $80,856-10.0% |
| Participation rate | 79.6% | 66.4%+13.3pp | 72.9%+6.8pp | 67.6%+12.0pp |
| Annual return | 21.78% | 18.28%+3.5pp | 3512.12%-3490.3pp | 35.59%-13.8pp |
| Employer contribution / active EE | $2,259 | $2,020+11.9% | $2,731-17.3% | $2,755-18.0% |
| Participant deferral / active EE | $3,707 | $2,924+26.8% | $4,000-7.3% | $4,296-13.7% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |