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 | $65,970 | $99,957-34.0% | $149,696-55.9% | $73,488-10.2% |
| Participation rate | 77.2% | 75.7%+1.5pp | 82.5%-5.3pp | 70.7%+6.5pp |
| Annual return | 19.74% | 53.87%-34.1pp | 276.60%-256.9pp | 28.51%-8.8pp |
| Employer contribution / active EE | $3,216 | $3,191+0.8% | $4,644-30.8% | $2,270+41.7% |
| Participant deferral / active EE | $5,752 | $6,073-5.3% | $6,842-15.9% | $3,740+53.8% |
| Admin fee / account holder | $14 | $551-97.4% | $9,309-99.8% | $513-97.2% |