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 | $95,782 | $101,317-5.5% | $146,958-34.8% | $74,495+28.6% |
| Participation rate | 95.3% | 75.5%+19.8pp | 82.2%+13.2pp | 67.2%+28.1pp |
| Annual return | 18.03% | 8730.91%-8712.9pp | 418.34%-400.3pp | 1364.94%-1346.9pp |
| Employer contribution / active EE | $2,127 | $3,810-44.2% | $4,933-56.9% | $2,623-18.9% |
| Participant deferral / active EE | $7,916 | $7,303+8.4% | $8,070-1.9% | $4,346+82.2% |
| Admin fee / account holder | $23 | $1,739-98.7% | $12,998-99.8% | $1,942-98.8% |