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 | $61,243 | $46,553+31.6% | $64,056-4.4% | $75,163-18.5% |
| Participation rate | 83.1% | 65.9%+17.1pp | 72.3%+10.7pp | 67.2%+15.9pp |
| Annual return | 15.62% | 26.03%-10.4pp | 33.69%-18.1pp | 160.62%-145.0pp |
| Employer contribution / active EE | $2,113 | $1,974+7.1% | $2,747-23.1% | $2,670-20.9% |
| Participant deferral / active EE | $2,998 | $2,837+5.7% | $3,880-22.7% | $4,125-27.3% |
| Admin fee / account holder | $0 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |