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 | $54,968 | $79,449-30.8% | $189,557-71.0% | $85,850-36.0% |
| Participation rate | 84.5% | 66.0%+18.5pp | 78.4%+6.1pp | 69.3%+15.2pp |
| Annual return | 12.66% | 18.45%-5.8pp | 64.17%-51.5pp | 318.53%-305.9pp |
| Employer contribution / active EE | $627 | $2,081-69.8% | $4,412-85.8% | $2,565-75.5% |
| Participant deferral / active EE | $3,536 | $4,051-12.7% | $6,174-42.7% | $3,952-10.5% |
| Admin fee / account holder | $0 | $5,377-100.0% | $9,807-100.0% | $6,260-100.0% |