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 | $62,385 | $136,307-54.2% | $177,821-64.9% | $73,488-15.1% |
| Participation rate | 91.4% | 86.1%+5.3pp | 87.7%+3.7pp | 70.7%+20.7pp |
| Annual return | 16.73% | 18.68%-2.0pp | 48.32%-31.6pp | 28.51%-11.8pp |
| Employer contribution / active EE | $2,381 | $3,712-35.9% | $5,918-59.8% | $2,270+4.9% |
| Participant deferral / active EE | $6,995 | $5,829+20.0% | $7,714-9.3% | $3,740+87.1% |
| Admin fee / account holder | $3 | $596-99.4% | $12,427-100.0% | $513-99.3% |