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 | $25,163 | $114,381-78.0% | $107,525-76.6% | $142,382-82.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.1%+24.9pp | 80.1%+19.9pp |
| Annual return | 21.97% | 242.71%-220.7pp | 181.32%-159.3pp | 217.08%-195.1pp |
| Employer contribution / active EE | $3,302 | $4,015-17.8% | $3,754-12.0% | $4,299-23.2% |
| Participant deferral / active EE | $6,157 | $5,564+10.6% | $5,116+20.4% | $6,507-5.4% |
| Admin fee / account holder | $146 | $9,860-98.5% | $8,919-98.4% | $12,624-98.8% |