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 | $105,843 | $49,451+114.0% | $79,550+33.1% | $66,914+58.2% |
| Participation rate | 90.3% | 61.3%+29.0pp | 69.5%+20.8pp | 69.8%+20.5pp |
| Annual return | -16.64% | 84.25%-100.9pp | 0.16%-16.8pp | 1.58%-18.2pp |
| Employer contribution / active EE | $12,727 | $1,266+905.7% | $2,413+427.4% | $2,544+400.2% |
| Participant deferral / active EE | $0 | $3,159-100.0% | $3,985-100.0% | $4,237-100.0% |
| Admin fee / account holder | $13 | $595-97.9% | $6,832-99.8% | $593-97.9% |