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 | $78,969 | $61,774+27.8% | $97,226-18.8% | $80,856-2.3% |
| Participation rate | 97.7% | 63.5%+34.2pp | 72.7%+25.0pp | 67.6%+30.0pp |
| Annual return | 12.35% | -557.90%+570.3pp | 75.13%-62.8pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,078 | $1,837+13.2% | $2,729-23.8% | $2,755-24.6% |
| Participant deferral / active EE | $4,480 | $3,029+47.9% | $4,264+5.1% | $4,296+4.3% |
| Admin fee / account holder | $111 | $5,166-97.8% | $5,654-98.0% | $6,918-98.4% |