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 | $110,349 | $102,317+7.8% | $146,958-24.9% | $80,856+36.5% |
| Participation rate | 83.6% | 75.8%+7.8pp | 82.2%+1.5pp | 67.6%+16.0pp |
| Annual return | 16.06% | 134.76%-118.7pp | 418.34%-402.3pp | 35.59%-19.5pp |
| Employer contribution / active EE | $5,073 | $3,713+36.6% | $4,933+2.8% | $2,755+84.2% |
| Participant deferral / active EE | $11,589 | $6,644+74.4% | $8,070+43.6% | $4,296+169.8% |
| Admin fee / account holder | $215 | $7,941-97.3% | $12,998-98.3% | $6,918-96.9% |