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 | $71,896 | $92,971-22.7% | $96,683-25.6% | $74,419-3.4% |
| Participation rate | 95.7% | 71.5%+24.1pp | 74.3%+21.3pp | 70.7%+24.9pp |
| Annual return | 112.50% | 37.49%+75.0pp | 35.69%+76.8pp | 34.38%+78.1pp |
| Employer contribution / active EE | $2,487 | $3,426-27.4% | $3,737-33.4% | $2,637-5.7% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $1 | $633-99.8% | $6,730-100.0% | $348-99.6% |