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 | $25,523 | $37,117-31.2% | $147,614-82.7% | $55,191-53.8% |
| Participation rate | 97.2% | 63.6%+33.6pp | 84.6%+12.6pp | 69.2%+28.0pp |
| Annual return | 0.41% | 3.44%-3.0pp | 61.98%-61.6pp | 10.78%-10.4pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $5,564-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,229 | $1,985+12.2% | $4,895-54.5% | $3,046-26.8% |
| Admin fee / account holder | $132 | $86+54.6% | $11,611-98.9% | $91+45.7% |