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 | $34,764 | $79,171-56.1% | $102,423-66.1% | $74,495-53.3% |
| Participation rate | 81.5% | 74.8%+6.7pp | 76.5%+5.0pp | 67.2%+14.3pp |
| Annual return | 13.96% | 54.93%-41.0pp | 29.32%-15.4pp | 1364.94%-1351.0pp |
| Employer contribution / active EE | $2,249 | $2,362-4.8% | $3,023-25.6% | $2,623-14.2% |
| Participant deferral / active EE | $3,568 | $4,415-19.2% | $5,053-29.4% | $4,346-17.9% |
| Admin fee / account holder | $21 | $2,001-98.9% | $9,451-99.8% | $1,942-98.9% |