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 | $23,603 | $166,020-85.8% | $164,866-85.7% | $145,959-83.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 11.03% | 100.08%-89.1pp | 69.97%-58.9pp | 561.95%-550.9pp |
| Employer contribution / active EE | $10,530 | $5,275+99.6% | $4,343+142.5% | $4,661+125.9% |
| Participant deferral / active EE | $0 | $6,961-100.0% | $6,033-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $16,644-100.0% | $12,689-100.0% | $13,398-100.0% |