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 | $41,404 | $95,274-56.5% | $135,903-69.5% | $74,419-44.4% |
| Participation rate | 96.2% | 78.2%+18.0pp | 81.9%+14.3pp | 70.7%+25.4pp |
| Annual return | 47.87% | 32.77%+15.1pp | 68.23%-20.4pp | 34.38%+13.5pp |
| Employer contribution / active EE | $1,210 | $3,874-68.8% | $4,856-75.1% | $2,637-54.1% |
| Participant deferral / active EE | $4,258 | $7,782-45.3% | $7,758-45.1% | $4,528-6.0% |
| Admin fee / account holder | $92 | $266-65.3% | $10,762-99.1% | $348-73.5% |