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 | $77,662 | $53,165+46.1% | $86,188-9.9% | $74,419+4.4% |
| Participation rate | 95.6% | 64.9%+30.8pp | 69.0%+26.7pp | 70.7%+24.9pp |
| Annual return | 22.81% | 22.64%+0.2pp | 1168.45%-1145.6pp | 34.38%-11.6pp |
| Employer contribution / active EE | $5,181 | $1,210+328.2% | $2,380+117.7% | $2,637+96.5% |
| Participant deferral / active EE | $0 | $3,234-100.0% | $3,985-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $551-100.0% | $6,852-100.0% | $348-100.0% |