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 | $54,950 | $89,739-38.8% | $149,718-63.3% | $62,292-11.8% |
| Participation rate | 84.2% | 85.1%-0.9pp | 87.1%-2.9pp | 69.5%+14.7pp |
| Annual return | 17.12% | 21.01%-3.9pp | 1501.63%-1484.5pp | 28.90%-11.8pp |
| Employer contribution / active EE | $2,070 | $3,233-36.0% | $5,445-62.0% | $2,042+1.3% |
| Participant deferral / active EE | $4,999 | $4,797+4.2% | $6,569-23.9% | $3,169+57.7% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |