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 | $127,894 | $95,388+34.1% | $125,339+2.0% | $77,904+64.2% |
| Participation rate | 87.1% | 78.6%+8.5pp | 82.4%+4.7pp | 73.7%+13.4pp |
| Annual return | 15.01% | 116.19%-101.2pp | 572.05%-557.0pp | 12.21%+2.8pp |
| Employer contribution / active EE | $3,318 | $3,666-9.5% | $4,814-31.1% | $2,848+16.5% |
| Participant deferral / active EE | $0 | $7,711-100.0% | $7,446-100.0% | $4,806-100.0% |
| Admin fee / account holder | $6 | $119-95.1% | $10,010-99.9% | $133-95.6% |