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 | $126,172 | $101,317+24.5% | $146,958-14.1% | $74,495+69.4% |
| Participation rate | 72.1% | 75.5%-3.4pp | 82.2%-10.0pp | 67.2%+4.9pp |
| Annual return | 14.95% | 8730.91%-8716.0pp | 418.34%-403.4pp | 1364.94%-1350.0pp |
| Employer contribution / active EE | $2,272 | $3,810-40.4% | $4,933-53.9% | $2,623-13.4% |
| Participant deferral / active EE | $7,074 | $7,303-3.1% | $8,070-12.3% | $4,346+62.8% |
| Admin fee / account holder | $29 | $1,739-98.3% | $12,998-99.8% | $1,942-98.5% |