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 | $111,688 | $122,239-8.6% | $184,203-39.4% | $74,495+49.9% |
| Participation rate | 97.3% | 85.5%+11.8pp | 86.8%+10.5pp | 67.2%+30.1pp |
| Annual return | 12.12% | 19.95%-7.8pp | 28.81%-16.7pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $4,700 | $4,537+3.6% | $6,427-26.9% | $2,623+79.2% |
| Participant deferral / active EE | $6,889 | $7,139-3.5% | $9,131-24.6% | $4,346+58.5% |
| Admin fee / account holder | $189 | $1,260-85.0% | $13,901-98.6% | $1,942-90.3% |