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 | $60,091 | $91,190-34.1% | $178,490-66.3% | $79,858-24.8% |
| Participation rate | 89.2% | 69.2%+20.0pp | 81.9%+7.2pp | 69.6%+19.5pp |
| Annual return | 23.65% | 24.19%-0.5pp | 151.07%-127.4pp | 31.71%-8.1pp |
| Employer contribution / active EE | $1,297 | $3,256-60.2% | $5,011-74.1% | $2,471-47.5% |
| Participant deferral / active EE | $3,344 | $3,236+3.3% | $5,202-35.7% | $3,740-10.6% |
| Admin fee / account holder | $25 | $6,751-99.6% | $13,984-99.8% | $5,306-99.5% |