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 9-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 | $73,519 | $62,267+18.1% | $110,238-33.3% | $55,725+31.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 79.8%+20.2pp | 70.9%+29.1pp |
| Annual return | 15.03% | -1.07%+16.1pp | 314.74%-299.7pp | 244.93%-229.9pp |
| Employer contribution / active EE | $1,347 | $1,941-30.6% | $3,826-64.8% | $2,078-35.2% |
| Participant deferral / active EE | $2,897 | $3,516-17.6% | $4,672-38.0% | $3,356-13.7% |
| Admin fee / account holder | $22 | $121-81.6% | $8,547-99.7% | $115-80.7% |