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 | $56,170 | $39,286+43.0% | $80,716-30.4% | $79,386-29.2% |
| Participation rate | 82.5% | 41.0%+41.6pp | 54.2%+28.4pp | 70.7%+11.8pp |
| Annual return | 12.21% | 98.95%-86.7pp | 87.28%-75.1pp | 116.85%-104.6pp |
| Employer contribution / active EE | $2,067 | $594+248.0% | $1,160+78.2% | $2,427-14.9% |
| Participant deferral / active EE | $3,695 | $1,264+192.4% | $2,146+72.2% | $4,046-8.7% |
| Admin fee / account holder | $13 | $647-98.0% | $3,380-99.6% | $626-97.9% |