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 | $75,523 | $99,957-24.4% | $149,696-49.5% | $73,488+2.8% |
| Participation rate | 99.2% | 75.7%+23.5pp | 82.5%+16.8pp | 70.7%+28.6pp |
| Annual return | 15.75% | 53.87%-38.1pp | 276.60%-260.8pp | 28.51%-12.8pp |
| Employer contribution / active EE | $4,496 | $3,191+40.9% | $4,644-3.2% | $2,270+98.1% |
| Participant deferral / active EE | $7,848 | $6,073+29.2% | $6,842+14.7% | $3,740+109.9% |
| Admin fee / account holder | $131 | $551-76.2% | $9,309-98.6% | $513-74.4% |