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 | $49,903 | $74,706-33.2% | $75,696-34.1% | $79,386-37.1% |
| Participation rate | 96.0% | 75.3%+20.7pp | 74.8%+21.2pp | 70.7%+25.3pp |
| Annual return | 23.56% | 18.52%+5.0pp | 104.53%-81.0pp | 116.85%-93.3pp |
| Employer contribution / active EE | $4,288 | $2,590+65.6% | $2,743+56.3% | $2,427+76.6% |
| Participant deferral / active EE | $2,468 | $3,533-30.1% | $3,821-35.4% | $4,046-39.0% |
| Admin fee / account holder | $16 | $374-95.8% | $3,619-99.6% | $626-97.5% |