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 | $222,286 | $127,065+74.9% | $113,168+96.4% | $142,382+56.1% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 26.32% | 24.03%+2.3pp | 24.27%+2.1pp | 217.08%-190.8pp |
| Employer contribution / active EE | $10,950 | $3,442+218.1% | $2,975+268.0% | $4,299+154.7% |
| Participant deferral / active EE | $29,125 | $5,716+409.5% | $5,107+470.3% | $6,507+347.6% |
| Admin fee / account holder | $0 | $15,736-100.0% | $12,068-100.0% | $12,624-100.0% |