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 | $54,726 | $98,750-44.6% | $149,696-63.4% | $79,858-31.5% |
| Participation rate | 85.1% | 75.8%+9.4pp | 82.5%+2.7pp | 69.6%+15.5pp |
| Annual return | 19.67% | 27.43%-7.8pp | 276.60%-256.9pp | 31.71%-12.0pp |
| Employer contribution / active EE | $3,644 | $3,216+13.3% | $4,644-21.5% | $2,471+47.5% |
| Participant deferral / active EE | $8,356 | $5,680+47.1% | $6,842+22.1% | $3,740+123.4% |
| Admin fee / account holder | $9 | $6,053-99.9% | $9,309-99.9% | $5,306-99.8% |