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 | $36,255 | $63,745-43.1% | $98,442-63.2% | $79,386-54.3% |
| Participation rate | 87.6% | 69.9%+17.8pp | 73.3%+14.3pp | 70.7%+16.9pp |
| Annual return | 15.34% | 625.80%-610.5pp | 1492.73%-1477.4pp | 116.85%-101.5pp |
| Employer contribution / active EE | $2,941 | $2,557+15.0% | $2,960-0.6% | $2,427+21.1% |
| Participant deferral / active EE | $4,171 | $3,303+26.3% | $4,276-2.5% | $4,046+3.1% |
| Admin fee / account holder | $252 | $516-51.1% | $5,949-95.8% | $626-59.7% |