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 | $101,499-55.9% | $147,005-69.6% | $74,546-40.0% |
| Participation rate | 95.9% | 75.5%+20.4pp | 82.2%+13.8pp | 67.2%+28.7pp |
| Annual return | 27.50% | 8732.34%-8704.8pp | 418.76%-391.3pp | 1366.03%-1338.5pp |
| Employer contribution / active EE | $4,227 | $3,811+10.9% | $4,934-14.3% | $2,624+61.1% |
| Participant deferral / active EE | $9,906 | $7,304+35.6% | $8,070+22.8% | $4,347+127.9% |
| Admin fee / account holder | $24 | $1,748-98.6% | $13,006-99.8% | $1,944-98.8% |