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 3-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 | $80,968 | $101,317-20.1% | $146,958-44.9% | $74,495+8.7% |
| Participation rate | 91.1% | 75.5%+15.6pp | 82.2%+9.0pp | 67.2%+23.9pp |
| Annual return | 17.77% | 8730.91%-8713.1pp | 418.34%-400.6pp | 1364.94%-1347.2pp |
| Employer contribution / active EE | $2,337 | $3,810-38.7% | $4,933-52.6% | $2,623-10.9% |
| Participant deferral / active EE | $7,419 | $7,303+1.6% | $8,070-8.1% | $4,346+70.7% |
| Admin fee / account holder | $249 | $1,739-85.7% | $12,998-98.1% | $1,942-87.2% |