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 | $104,193 | $75,388+38.2% | $123,544-15.7% | $55,725+87.0% |
| Participation rate | 98.7% | 75.7%+23.0pp | 82.3%+16.4pp | 70.9%+27.9pp |
| Annual return | 15.44% | 4.48%+11.0pp | 119.20%-103.8pp | 244.93%-229.5pp |
| Employer contribution / active EE | $1,869 | $3,063-39.0% | $4,628-59.6% | $2,078-10.1% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $120-100.0% | $9,284-100.0% | $115-100.0% |