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 | $101,731 | $104,475-2.6% | $159,436-36.2% | $79,386+28.1% |
| Participation rate | 90.1% | 76.6%+13.5pp | 82.8%+7.2pp | 70.7%+19.4pp |
| Annual return | 15.79% | 67.95%-52.2pp | 263.57%-247.8pp | 116.85%-101.1pp |
| Employer contribution / active EE | $2,088 | $3,417-38.9% | $4,829-56.8% | $2,427-14.0% |
| Participant deferral / active EE | $6,976 | $6,467+7.9% | $7,352-5.1% | $4,046+72.4% |
| Admin fee / account holder | $8 | $711-98.9% | $10,799-99.9% | $626-98.7% |