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 | $46,299 | $66,124-30.0% | $90,404-48.8% | $73,488-37.0% |
| Participation rate | 79.3% | 69.7%+9.6pp | 72.7%+6.6pp | 70.7%+8.6pp |
| Annual return | 16.45% | 17.65%-1.2pp | 1293.02%-1276.6pp | 28.51%-12.1pp |
| Employer contribution / active EE | $1,938 | $2,346-17.4% | $3,262-40.6% | $2,270-14.6% |
| Participant deferral / active EE | $3,689 | $3,039+21.4% | $3,963-6.9% | $3,740-1.4% |
| Admin fee / account holder | $81 | $396-79.6% | $5,611-98.6% | $513-84.2% |