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 3-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 | $15,856 | $51,045-68.9% | $70,515-77.5% | $71,457-77.8% |
| Participation rate | 100.0% | 59.4%+40.6pp | 68.3%+31.7pp | 67.9%+32.1pp |
| Annual return | 20.17% | 42.63%-22.5pp | 32.77%-12.6pp | 28.85%-8.7pp |
| Employer contribution / active EE | $595 | $1,790-66.8% | $2,973-80.0% | $2,588-77.0% |
| Participant deferral / active EE | $1,119 | $3,026-63.0% | $4,567-75.5% | $4,289-73.9% |
| Admin fee / account holder | $129 | $1,994-93.5% | $6,412-98.0% | $1,587-91.9% |