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 | $39,574 | $56,317-29.7% | $71,209-44.4% | $74,304-46.7% |
| Participation rate | 75.0% | 55.1%+19.9pp | 73.8%+1.2pp | 60.3%+14.7pp |
| Annual return | 15.69% | 42.83%-27.1pp | 282.51%-266.8pp | 29.43%-13.7pp |
| Employer contribution / active EE | $379 | $2,160-82.5% | $2,721-86.1% | $2,241-83.1% |
| Participant deferral / active EE | $3,282 | $2,788+17.7% | $4,175-21.4% | $3,767-12.9% |
| Admin fee / account holder | $177 | $2,290-92.3% | $5,349-96.7% | $2,969-94.0% |