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 | $71,609 | $101,317-29.3% | $146,958-51.3% | $74,495-3.9% |
| Participation rate | 72.1% | 75.5%-3.4pp | 82.2%-10.0pp | 67.2%+4.9pp |
| Annual return | 24.20% | 8730.91%-8706.7pp | 418.34%-394.1pp | 1364.94%-1340.7pp |
| Employer contribution / active EE | $1,903 | $3,810-50.1% | $4,933-61.4% | $2,623-27.5% |
| Participant deferral / active EE | $3,909 | $7,303-46.5% | $8,070-51.6% | $4,346-10.1% |
| Admin fee / account holder | $31 | $1,739-98.2% | $12,998-99.8% | $1,942-98.4% |