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 | $71,268 | $101,317-29.7% | $146,958-51.5% | $74,495-4.3% |
| Participation rate | 74.2% | 75.5%-1.4pp | 82.2%-8.0pp | 67.2%+7.0pp |
| Annual return | 17.88% | 8730.91%-8713.0pp | 418.34%-400.5pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $2,380 | $3,810-37.5% | $4,933-51.8% | $2,623-9.3% |
| Participant deferral / active EE | $4,332 | $7,303-40.7% | $8,070-46.3% | $4,346-0.3% |
| Admin fee / account holder | $20 | $1,739-98.9% | $12,998-99.8% | $1,942-99.0% |