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 | $155,312 | $127,481+21.8% | $149,696+3.8% | $90,288+72.0% |
| Participation rate | 87.3% | 78.2%+9.0pp | 82.5%+4.8pp | 73.4%+13.9pp |
| Annual return | 15.53% | 57.78%-42.3pp | 276.60%-261.1pp | 53.97%-38.4pp |
| Employer contribution / active EE | $3,096 | $3,448-10.2% | $4,644-33.3% | $2,524+22.7% |
| Participant deferral / active EE | $4,156 | $6,975-40.4% | $6,842-39.3% | $4,232-1.8% |
| Admin fee / account holder | $0 | $152-100.0% | $9,309-100.0% | $114-100.0% |