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 | $74,183 | $80,724-8.1% | $103,333-28.2% | $74,495-0.4% |
| Participation rate | 83.0% | 65.7%+17.4pp | 74.5%+8.5pp | 67.2%+15.8pp |
| Annual return | 12.99% | 27.56%-14.6pp | 24.88%-11.9pp | 1364.94%-1352.0pp |
| Employer contribution / active EE | $827 | $3,157-73.8% | $3,868-78.6% | $2,623-68.5% |
| Participant deferral / active EE | $5,164 | $3,860+33.8% | $5,057+2.1% | $4,346+18.8% |
| Admin fee / account holder | $43 | $2,368-98.2% | $8,355-99.5% | $1,942-97.8% |