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 | $9,563 | $56,317-83.0% | $71,209-86.6% | $74,304-87.1% |
| Participation rate | 98.1% | 55.1%+43.0pp | 73.8%+24.3pp | 60.3%+37.7pp |
| Annual return | 13.37% | 42.83%-29.5pp | 282.51%-269.1pp | 29.43%-16.1pp |
| Employer contribution / active EE | $1,388 | $2,160-35.7% | $2,721-49.0% | $2,241-38.1% |
| Participant deferral / active EE | $968 | $2,788-65.3% | $4,175-76.8% | $3,767-74.3% |
| Admin fee / account holder | $12 | $2,290-99.5% | $5,349-99.8% | $2,969-99.6% |