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 6-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 | $133,209 | $113,293+17.6% | $67,502+97.3% | $199,593-33.3% |
| Participation rate | 86.7% | 73.3%+13.3pp | 72.9%+13.8pp | 72.0%+14.7pp |
| Annual return | 20.16% | 15.88%+4.3pp | 3512.12%-3492.0pp | 34.25%-14.1pp |
| Employer contribution / active EE | $2,377 | $3,401-30.1% | $2,731-13.0% | $3,034-21.7% |
| Participant deferral / active EE | $0 | $4,159-100.0% | $4,000-100.0% | $5,087-100.0% |
| Admin fee / account holder | $1 | $103-99.0% | $3,998-100.0% | $269-99.6% |