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 | $28,625 | $52,293-45.3% | $178,490-84.0% | $73,409-61.0% |
| Participation rate | 98.1% | 65.3%+32.8pp | 81.9%+16.2pp | 72.2%+25.9pp |
| Annual return | 12.60% | 34.75%-22.1pp | 151.07%-138.5pp | 59.29%-46.7pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,513 | $2,332+7.7% | $5,202-51.7% | $3,805-34.0% |
| Admin fee / account holder | $1 | $127-98.9% | $13,984-100.0% | $158-99.1% |