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 | $62,158 | $49,227+26.3% | $70,449-11.8% | $79,858-22.2% |
| Participation rate | 98.6% | 69.2%+29.5pp | 75.1%+23.6pp | 69.6%+29.0pp |
| Annual return | 13.51% | 30.06%-16.5pp | 109.03%-95.5pp | 31.71%-18.2pp |
| Employer contribution / active EE | $0 | $2,099-100.0% | $2,737-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,819 | $2,768+1.8% | $3,709-24.0% | $3,740-24.6% |
| Admin fee / account holder | $0 | $2,878-100.0% | $3,845-100.0% | $5,306-100.0% |