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 | $73,327 | $61,774+18.7% | $97,226-24.6% | $80,856-9.3% |
| Participation rate | 97.3% | 63.5%+33.8pp | 72.7%+24.6pp | 67.6%+29.7pp |
| Annual return | 11.25% | -557.90%+569.2pp | 75.13%-63.9pp | 35.59%-24.3pp |
| Employer contribution / active EE | $1,922 | $1,837+4.7% | $2,729-29.6% | $2,755-30.2% |
| Participant deferral / active EE | $2,496 | $3,029-17.6% | $4,264-41.5% | $4,296-41.9% |
| Admin fee / account holder | $24 | $5,166-99.5% | $5,654-99.6% | $6,918-99.7% |