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 | $50,387 | $106,028-52.5% | $146,958-65.7% | $77,643-35.1% |
| Participation rate | 95.9% | 78.4%+17.6pp | 82.2%+13.8pp | 70.6%+25.4pp |
| Annual return | 17.28% | 56.73%-39.5pp | 418.34%-401.1pp | 31.24%-14.0pp |
| Employer contribution / active EE | $1,270 | $4,063-68.8% | $4,933-74.3% | $2,726-53.4% |
| Participant deferral / active EE | $4,411 | $7,990-44.8% | $8,070-45.3% | $4,647-5.1% |
| Admin fee / account holder | $112 | $337-66.9% | $12,998-99.1% | $430-74.0% |