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 | $18,858 | $60,323-68.7% | $81,812-76.9% | $74,495-74.7% |
| Participation rate | 98.4% | 62.9%+35.6pp | 72.3%+26.1pp | 67.2%+31.2pp |
| Annual return | 12.59% | 16.90%-4.3pp | 773.79%-761.2pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $4,697 | $2,620+79.2% | $2,912+61.3% | $2,623+79.1% |
| Participant deferral / active EE | $1,469 | $3,387-56.6% | $4,319-66.0% | $4,346-66.2% |
| Admin fee / account holder | $0 | $1,486-100.0% | $7,386-100.0% | $1,942-100.0% |