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 | $101,625 | $101,317+0.3% | $146,958-30.8% | $74,495+36.4% |
| Participation rate | 99.1% | 75.5%+23.6pp | 82.2%+17.0pp | 67.2%+31.9pp |
| Annual return | 25.84% | 8730.91%-8705.1pp | 418.34%-392.5pp | 1364.94%-1339.1pp |
| Employer contribution / active EE | $4,172 | $3,810+9.5% | $4,933-15.4% | $2,623+59.1% |
| Participant deferral / active EE | $7,578 | $7,303+3.8% | $8,070-6.1% | $4,346+74.4% |
| Admin fee / account holder | $0 | $1,739-100.0% | $12,998-100.0% | $1,942-100.0% |