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 | $100,561 | $58,320+72.4% | $86,436+16.3% | $66,914+50.3% |
| Participation rate | 99.1% | 78.6%+20.5pp | 80.3%+18.8pp | 69.8%+29.3pp |
| Annual return | -18.01% | -9.71%-8.3pp | 4394.89%-4412.9pp | 1.58%-19.6pp |
| Employer contribution / active EE | $7,864 | $2,615+200.7% | $3,769+108.7% | $2,544+209.1% |
| Participant deferral / active EE | $10,810 | $6,899+56.7% | $6,952+55.5% | $4,237+155.1% |
| Admin fee / account holder | $29 | $546-94.7% | $6,731-99.6% | $593-95.1% |