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 | $57,951 | $59,417-2.5% | $93,606-38.1% | $74,495-22.2% |
| Participation rate | 83.7% | 59.7%+24.0pp | 68.7%+15.0pp | 67.2%+16.5pp |
| Annual return | 17.82% | 81.83%-64.0pp | 133.20%-115.4pp | 1364.94%-1347.1pp |
| Employer contribution / active EE | $2,512 | $1,264+98.8% | $2,420+3.8% | $2,623-4.2% |
| Participant deferral / active EE | $4,126 | $3,050+35.3% | $4,411-6.5% | $4,346-5.0% |
| Admin fee / account holder | $30 | $3,021-99.0% | $8,285-99.6% | $1,942-98.4% |