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 | $83,446 | $101,499-17.8% | $147,005-43.2% | $74,546+11.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 20.11% | 8732.34%-8712.2pp | 418.76%-398.7pp | 1366.03%-1345.9pp |
| Employer contribution / active EE | $5,439 | $3,811+42.7% | $4,934+10.2% | $2,624+107.2% |
| Participant deferral / active EE | $13,641 | $7,304+86.8% | $8,070+69.0% | $4,347+213.8% |
| Admin fee / account holder | $9 | $1,748-99.5% | $13,006-99.9% | $1,944-99.5% |