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 | $39,787 | $33,067+20.3% | $76,523-48.0% | $56,287-29.3% |
| Participation rate | 98.1% | 55.4%+42.8pp | 68.0%+30.2pp | 69.9%+28.3pp |
| Annual return | 11.42% | 2.72%+8.7pp | -0.27%+11.7pp | -9.96%+21.4pp |
| Employer contribution / active EE | $1,112 | $1,200-7.4% | $2,647-58.0% | $2,111-47.3% |
| Participant deferral / active EE | $0 | $2,240-100.0% | $3,835-100.0% | $3,350-100.0% |
| Admin fee / account holder | $4 | $537-99.3% | $4,848-99.9% | $521-99.3% |