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 | $18,595 | $49,808-62.7% | $95,745-80.6% | $74,419-75.0% |
| Participation rate | 83.7% | 66.6%+17.1pp | 72.3%+11.4pp | 70.7%+13.0pp |
| Annual return | 20.39% | 24.91%-4.5pp | 28.35%-8.0pp | 34.38%-14.0pp |
| Employer contribution / active EE | $2,604 | $1,639+58.9% | $2,835-8.1% | $2,637-1.3% |
| Participant deferral / active EE | $4,118 | $3,739+10.1% | $4,245-3.0% | $4,528-9.1% |
| Admin fee / account holder | $59 | $311-81.0% | $5,678-99.0% | $348-83.0% |