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 | $40,314 | $104,317-61.4% | $159,436-74.7% | $86,799-53.6% |
| Participation rate | 94.5% | 77.7%+16.8pp | 82.8%+11.7pp | 72.3%+22.2pp |
| Annual return | 15.14% | 26.32%-11.2pp | 263.57%-248.4pp | 97.91%-82.8pp |
| Employer contribution / active EE | $1,647 | $3,451-52.3% | $4,829-65.9% | $2,405-31.5% |
| Participant deferral / active EE | $4,033 | $6,837-41.0% | $7,352-45.2% | $4,131-2.4% |
| Admin fee / account holder | $38 | $172-77.7% | $10,799-99.6% | $170-77.3% |