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 | $113,634 | $60,488+87.9% | $109,895+3.4% | $79,386+43.1% |
| Participation rate | 100.0% | 67.0%+33.0pp | 74.2%+25.8pp | 70.7%+29.3pp |
| Annual return | 21.85% | 189.57%-167.7pp | 29.45%-7.6pp | 116.85%-95.0pp |
| Employer contribution / active EE | $1,923 | $1,649+16.6% | $2,842-32.3% | $2,427-20.8% |
| Participant deferral / active EE | $0 | $3,220-100.0% | $4,048-100.0% | $4,046-100.0% |
| Admin fee / account holder | $12 | $605-98.0% | $6,066-99.8% | $626-98.1% |