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 9-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 | $118,087 | $63,442+86.1% | $68,791+71.7% | $66,914+76.5% |
| Participation rate | 96.2% | 60.0%+36.2pp | 69.0%+27.2pp | 69.8%+26.4pp |
| Annual return | 73.64% | -8.29%+81.9pp | -6.38%+80.0pp | 1.58%+72.1pp |
| Employer contribution / active EE | $3,369 | $1,775+89.8% | $2,655+26.9% | $2,544+32.4% |
| Participant deferral / active EE | $0 | $2,945-100.0% | $3,941-100.0% | $4,237-100.0% |
| Admin fee / account holder | $21 | $577-96.3% | $4,932-99.6% | $593-96.4% |