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 | $93,346 | $101,317-7.9% | $146,958-36.5% | $74,495+25.3% |
| Participation rate | 95.1% | 75.5%+19.6pp | 82.2%+12.9pp | 67.2%+27.9pp |
| Annual return | 13.09% | 8730.91%-8717.8pp | 418.34%-405.2pp | 1364.94%-1351.9pp |
| Employer contribution / active EE | $1,710 | $3,810-55.1% | $4,933-65.3% | $2,623-34.8% |
| Participant deferral / active EE | $4,209 | $7,303-42.4% | $8,070-47.8% | $4,346-3.1% |
| Admin fee / account holder | $5 | $1,739-99.7% | $12,998-100.0% | $1,942-99.7% |