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 | $59,602 | $62,573-4.7% | $85,682-30.4% | $85,850-30.6% |
| Participation rate | 83.0% | 61.1%+21.8pp | 69.9%+13.1pp | 69.3%+13.6pp |
| Annual return | 13.77% | 23.77%-10.0pp | 21.49%-7.7pp | 318.53%-304.8pp |
| Employer contribution / active EE | $2,142 | $1,757+21.9% | $2,618-18.2% | $2,565-16.5% |
| Participant deferral / active EE | $2,759 | $2,802-1.6% | $3,923-29.7% | $3,952-30.2% |
| Admin fee / account holder | $30 | $4,640-99.4% | $6,873-99.6% | $6,260-99.5% |