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.
See the 10-year trajectory. $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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,218 | $34,934+106.7% | $56,411+28.0% | $74,495-3.1% |
| Participation rate | 72.7% | 32.8%+39.8pp | 52.5%+20.2pp | 67.2%+5.5pp |
| Annual return | 13.85% | 25.94%-12.1pp | 1701.33%-1687.5pp | 1364.94%-1351.1pp |
| Employer contribution / active EE | $2,354 | $609+286.5% | $1,039+126.6% | $2,623-10.3% |
| Participant deferral / active EE | $4,084 | $1,170+249.0% | $1,952+109.2% | $4,346-6.0% |
| Admin fee / account holder | $22 | $2,364-99.1% | $2,829-99.2% | $1,942-98.9% |