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 | $84,421 | $60,323+39.9% | $81,812+3.2% | $74,495+13.3% |
| Participation rate | 83.2% | 62.9%+20.3pp | 72.3%+10.8pp | 67.2%+16.0pp |
| Annual return | 13.22% | 16.90%-3.7pp | 773.79%-760.6pp | 1364.94%-1351.7pp |
| Employer contribution / active EE | $2,245 | $2,620-14.3% | $2,912-22.9% | $2,623-14.4% |
| Participant deferral / active EE | $3,904 | $3,387+15.2% | $4,319-9.6% | $4,346-10.2% |
| Admin fee / account holder | $135 | $1,486-90.9% | $7,386-98.2% | $1,942-93.0% |