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 | $73,847 | $84,948-13.1% | $70,449+4.8% | $73,409+0.6% |
| Participation rate | 99.1% | 79.9%+19.2pp | 75.1%+24.1pp | 72.2%+26.9pp |
| Annual return | 13.51% | 13.39%+0.1pp | 109.03%-95.5pp | 59.29%-45.8pp |
| Employer contribution / active EE | $1,046 | $2,834-63.1% | $2,737-61.8% | $2,234-53.2% |
| Participant deferral / active EE | $3,224 | $3,387-4.8% | $3,709-13.1% | $3,805-15.3% |
| Admin fee / account holder | $0 | $98-100.0% | $3,845-100.0% | $158-100.0% |