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 | $35,908 | $59,402-39.6% | $93,654-61.7% | $74,546-51.8% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 15.95% | 81.86%-65.9pp | 133.34%-117.4pp | 1366.03%-1350.1pp |
| Employer contribution / active EE | $1,988 | $1,265+57.2% | $2,421-17.9% | $2,624-24.2% |
| Participant deferral / active EE | $3,068 | $3,049+0.6% | $4,413-30.5% | $4,347-29.4% |
| Admin fee / account holder | $10 | $3,023-99.7% | $8,282-99.9% | $1,944-99.5% |