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 | $47,510 | $59,101-19.6% | $77,163-38.4% | $75,163-36.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 16.03% | 26.71%-10.7pp | 37.87%-21.8pp | 160.62%-144.6pp |
| Employer contribution / active EE | $7,515 | $1,995+276.7% | $2,535+196.5% | $2,670+181.5% |
| Participant deferral / active EE | $3,940 | $2,999+31.4% | $3,833+2.8% | $4,125-4.5% |
| Admin fee / account holder | $120 | $4,774-97.5% | $5,472-97.8% | $5,651-97.9% |