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 | $50,510 | $55,415-8.9% | $155,509-67.5% | $74,495-32.2% |
| Participation rate | 96.6% | 61.9%+34.7pp | 78.2%+18.5pp | 67.2%+29.4pp |
| Annual return | 15.75% | 268.50%-252.7pp | 64.67%-48.9pp | 1364.94%-1349.2pp |
| Employer contribution / active EE | $2,750 | $2,267+21.3% | $4,672-41.1% | $2,623+4.8% |
| Participant deferral / active EE | $2,842 | $2,836+0.2% | $5,626-49.5% | $4,346-34.6% |
| Admin fee / account holder | $15 | $1,738-99.1% | $15,912-99.9% | $1,942-99.2% |