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 5-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 | $44,752 | $101,317-55.8% | $146,958-69.5% | $74,495-39.9% |
| Participation rate | 95.9% | 75.5%+20.4pp | 82.2%+13.8pp | 67.2%+28.7pp |
| Annual return | 27.50% | 8730.91%-8703.4pp | 418.34%-390.8pp | 1364.94%-1337.4pp |
| Employer contribution / active EE | $4,227 | $3,810+10.9% | $4,933-14.3% | $2,623+61.2% |
| Participant deferral / active EE | $9,906 | $7,303+35.6% | $8,070+22.8% | $4,346+128.0% |
| Admin fee / account holder | $24 | $1,739-98.6% | $12,998-99.8% | $1,942-98.8% |