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 | $23,103 | $55,415-58.3% | $155,509-85.1% | $74,495-69.0% |
| Participation rate | 73.0% | 61.9%+11.1pp | 78.2%-5.2pp | 67.2%+5.8pp |
| Annual return | 11.95% | 268.50%-256.5pp | 64.67%-52.7pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,599 | $2,267-29.5% | $4,672-65.8% | $2,623-39.0% |
| Participant deferral / active EE | $1,769 | $2,836-37.6% | $5,626-68.6% | $4,346-59.3% |
| Admin fee / account holder | $30 | $1,738-98.3% | $15,912-99.8% | $1,942-98.5% |