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 | $43,457 | $104,317-58.3% | $159,436-72.7% | $86,799-49.9% |
| Participation rate | 92.8% | 77.7%+15.1pp | 82.8%+10.0pp | 72.3%+20.6pp |
| Annual return | 15.60% | 26.32%-10.7pp | 263.57%-248.0pp | 97.91%-82.3pp |
| Employer contribution / active EE | $1,187 | $3,451-65.6% | $4,829-75.4% | $2,405-50.6% |
| Participant deferral / active EE | $3,883 | $6,837-43.2% | $7,352-47.2% | $4,131-6.0% |
| Admin fee / account holder | $130 | $172-24.4% | $10,799-98.8% | $170-23.2% |