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 3-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 | $36,581 | $95,274-61.6% | $135,903-73.1% | $74,419-50.8% |
| Participation rate | 71.4% | 78.2%-6.8pp | 81.9%-10.5pp | 70.7%+0.7pp |
| Annual return | 27.48% | 32.77%-5.3pp | 68.23%-40.8pp | 34.38%-6.9pp |
| Employer contribution / active EE | $2,749 | $3,874-29.1% | $4,856-43.4% | $2,637+4.2% |
| Participant deferral / active EE | $6,320 | $7,782-18.8% | $7,758-18.5% | $4,528+39.6% |
| Admin fee / account holder | $169 | $266-36.4% | $10,762-98.4% | $348-51.4% |