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 | $26,434 | $37,117-28.8% | $147,614-82.1% | $55,191-52.1% |
| Participation rate | 96.5% | 63.6%+32.9pp | 84.6%+11.8pp | 69.2%+27.3pp |
| Annual return | 0.27% | 3.44%-3.2pp | 61.98%-61.7pp | 10.78%-10.5pp |
| Employer contribution / active EE | $1,744 | $1,620+7.6% | $5,564-68.7% | $1,899-8.1% |
| Participant deferral / active EE | $0 | $1,985-100.0% | $4,895-100.0% | $3,046-100.0% |
| Admin fee / account holder | $136 | $86+59.0% | $11,611-98.8% | $91+49.9% |