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 6-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 | $42,502 | $101,317-58.1% | $146,958-71.1% | $74,495-42.9% |
| Participation rate | 96.1% | 75.5%+20.6pp | 82.2%+13.9pp | 67.2%+28.9pp |
| Annual return | 19.44% | 8730.91%-8711.5pp | 418.34%-398.9pp | 1364.94%-1345.5pp |
| Employer contribution / active EE | $5,199 | $3,810+36.5% | $4,933+5.4% | $2,623+98.2% |
| Participant deferral / active EE | $8,547 | $7,303+17.0% | $8,070+5.9% | $4,346+96.7% |
| Admin fee / account holder | $39 | $1,739-97.8% | $12,998-99.7% | $1,942-98.0% |