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 | $67,771 | $48,230+40.5% | $67,502+0.4% | $80,856-16.2% |
| Participation rate | 74.3% | 66.4%+8.0pp | 72.9%+1.5pp | 67.6%+6.7pp |
| Annual return | 14.22% | 18.28%-4.1pp | 3512.12%-3497.9pp | 35.59%-21.4pp |
| Employer contribution / active EE | $1,631 | $2,020-19.3% | $2,731-40.3% | $2,755-40.8% |
| Participant deferral / active EE | $2,377 | $2,924-18.7% | $4,000-40.6% | $4,296-44.7% |
| Admin fee / account holder | $1 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |