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 6-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 | $15,439 | $57,057-72.9% | $85,009-81.8% | $80,874-80.9% |
| Participation rate | 96.3% | 56.4%+39.9pp | 67.5%+28.8pp | 67.6%+28.6pp |
| Annual return | 10.93% | 21.66%-10.7pp | 66.47%-55.5pp | 35.62%-24.7pp |
| Employer contribution / active EE | $1,254 | $1,799-30.3% | $2,728-54.0% | $2,756-54.5% |
| Participant deferral / active EE | $2,968 | $3,112-4.6% | $4,522-34.4% | $4,297-30.9% |
| Admin fee / account holder | $276 | $4,986-94.5% | $6,153-95.5% | $6,935-96.0% |