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 | $40,395 | $63,299-36.2% | $91,001-55.6% | $62,292-35.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 15.00% | 20.99%-6.0pp | 4.60%+10.4pp | 28.90%-13.9pp |
| Employer contribution / active EE | $2,271 | $1,807+25.7% | $2,456-7.5% | $2,042+11.2% |
| Participant deferral / active EE | $1,928 | $2,943-34.5% | $3,547-45.7% | $3,169-39.2% |
| Admin fee / account holder | $68 | $468-85.5% | $5,417-98.7% | $479-85.8% |