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 | $92,255 | $99,957-7.7% | $149,696-38.4% | $73,488+25.5% |
| Participation rate | 98.6% | 75.7%+22.9pp | 82.5%+16.1pp | 70.7%+27.9pp |
| Annual return | 39.80% | 53.87%-14.1pp | 276.60%-236.8pp | 28.51%+11.3pp |
| Employer contribution / active EE | $1,202 | $3,191-62.3% | $4,644-74.1% | $2,270-47.1% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5 | $551-99.0% | $9,309-99.9% | $513-99.0% |