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 | $139,852 | $177,572-21.2% | $154,803-9.7% | $142,382-1.8% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 28.74% | 65.07%-36.3pp | 58.88%-30.1pp | 217.08%-188.3pp |
| Employer contribution / active EE | $33,750 | $4,810+601.6% | $4,305+683.9% | $4,299+685.0% |
| Participant deferral / active EE | $27,250 | $6,272+334.5% | $5,540+391.8% | $6,507+318.8% |
| Admin fee / account holder | $60 | $16,786-99.6% | $14,329-99.6% | $12,624-99.5% |