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 | $82,608 | $123,793-33.3% | $177,821-53.5% | $79,858+3.4% |
| Participation rate | 95.0% | 84.7%+10.3pp | 87.7%+7.3pp | 69.6%+25.4pp |
| Annual return | 14.20% | 22.82%-8.6pp | 48.32%-34.1pp | 31.71%-17.5pp |
| Employer contribution / active EE | $1,659 | $4,095-59.5% | $5,918-72.0% | $2,471-32.8% |
| Participant deferral / active EE | $4,400 | $5,956-26.1% | $7,714-43.0% | $3,740+17.6% |
| Admin fee / account holder | $6 | $7,243-99.9% | $12,427-99.9% | $5,306-99.9% |