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 | $45,605 | $111,491-59.1% | $189,513-75.9% | $86,799-47.5% |
| Participation rate | 75.2% | 87.3%-12.1pp | 87.8%-12.6pp | 72.3%+2.9pp |
| Annual return | 18.06% | 83.50%-65.4pp | 555.15%-537.1pp | 97.91%-79.8pp |
| Employer contribution / active EE | $2,189 | $3,951-44.6% | $6,162-64.5% | $2,405-9.0% |
| Participant deferral / active EE | $3,983 | $6,437-38.1% | $8,221-51.6% | $4,131-3.6% |
| Admin fee / account holder | $29 | $189-84.5% | $12,045-99.8% | $170-82.8% |