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 | $62,742 | $73,404-14.5% | $87,100-28.0% | $67,579-7.2% |
| Participation rate | 98.9% | 80.9%+18.0pp | 76.9%+22.0pp | 71.3%+27.6pp |
| Annual return | 23.41% | 48.29%-24.9pp | 28.19%-4.8pp | 378.56%-355.1pp |
| Employer contribution / active EE | $2,579 | $2,014+28.1% | $2,521+2.3% | $2,148+20.1% |
| Participant deferral / active EE | $2,715 | $3,913-30.6% | $4,049-32.9% | $3,539-23.3% |
| Admin fee / account holder | $0 | $142-100.0% | $7,497-100.0% | $142-100.0% |