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 | $53,826 | $65,862-18.3% | $124,672-56.8% | $79,386-32.2% |
| Participation rate | 96.1% | 62.2%+33.8pp | 74.6%+21.5pp | 70.7%+25.4pp |
| Annual return | 13.87% | 19.02%-5.2pp | 5142.93%-5129.1pp | 116.85%-103.0pp |
| Employer contribution / active EE | $2,063 | $1,883+9.5% | $3,324-37.9% | $2,427-15.0% |
| Participant deferral / active EE | $4,291 | $2,772+54.8% | $4,614-7.0% | $4,046+6.1% |
| Admin fee / account holder | $0 | $673-100.0% | $7,493-100.0% | $626-100.0% |