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 7-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 | $81,014 | $104,475-22.5% | $159,436-49.2% | $79,386+2.1% |
| Participation rate | 90.2% | 76.6%+13.6pp | 82.8%+7.4pp | 70.7%+19.5pp |
| Annual return | 17.40% | 67.95%-50.6pp | 263.57%-246.2pp | 116.85%-99.5pp |
| Employer contribution / active EE | $2,621 | $3,417-23.3% | $4,829-45.7% | $2,427+8.0% |
| Participant deferral / active EE | $5,522 | $6,467-14.6% | $7,352-24.9% | $4,046+36.5% |
| Admin fee / account holder | $82 | $711-88.5% | $10,799-99.2% | $626-87.0% |