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 | $50,950 | $63,745-20.1% | $98,442-48.2% | $79,386-35.8% |
| Participation rate | 100.0% | 69.9%+30.1pp | 73.3%+26.7pp | 70.7%+29.3pp |
| Annual return | 15.31% | 625.80%-610.5pp | 1492.73%-1477.4pp | 116.85%-101.5pp |
| Employer contribution / active EE | $4,902 | $2,557+91.7% | $2,960+65.6% | $2,427+101.9% |
| Participant deferral / active EE | $0 | $3,303-100.0% | $4,276-100.0% | $4,046-100.0% |
| Admin fee / account holder | $277 | $516-46.3% | $5,949-95.3% | $626-55.8% |