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 | $153,048 | $185,342-17.4% | $111,297+37.5% | $86,799+76.3% |
| Participation rate | 87.3% | 81.0%+6.4pp | 77.3%+10.0pp | 72.3%+15.1pp |
| Annual return | 45.99% | 500.80%-454.8pp | 54.65%-8.7pp | 97.91%-51.9pp |
| Employer contribution / active EE | $3,678 | $2,246+63.7% | $2,731+34.7% | $2,405+52.9% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,487-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $255-100.0% | $7,964-100.0% | $170-100.0% |