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 | $66,795 | $59,402+12.4% | $93,654-28.7% | $74,546-10.4% |
| Participation rate | 100.0% | 59.7%+40.3pp | 68.7%+31.3pp | 67.2%+32.8pp |
| Annual return | 12.54% | 81.86%-69.3pp | 133.34%-120.8pp | 1366.03%-1353.5pp |
| Employer contribution / active EE | $2,657 | $1,265+110.1% | $2,421+9.8% | $2,624+1.3% |
| Participant deferral / active EE | $3,341 | $3,049+9.6% | $4,413-24.3% | $4,347-23.2% |
| Admin fee / account holder | $14 | $3,023-99.5% | $8,282-99.8% | $1,944-99.3% |