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 | $29,589 | $76,670-61.4% | $96,683-69.4% | $71,457-58.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 19.28% | 48.29%-29.0pp | 35.69%-16.4pp | 28.85%-9.6pp |
| Employer contribution / active EE | $6,060 | $3,031+99.9% | $3,737+62.2% | $2,588+134.2% |
| Participant deferral / active EE | $2,768 | $3,771-26.6% | $4,878-43.3% | $4,289-35.5% |
| Admin fee / account holder | $72 | $2,028-96.5% | $6,730-98.9% | $1,587-95.5% |