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 | $69,058 | $84,936-18.7% | $111,297-38.0% | $79,386-13.0% |
| Participation rate | 99.2% | 75.9%+23.4pp | 77.3%+21.9pp | 70.7%+28.5pp |
| Annual return | 16.43% | 17.45%-1.0pp | 54.65%-38.2pp | 116.85%-100.4pp |
| Employer contribution / active EE | $964 | $1,979-51.3% | $2,731-64.7% | $2,427-60.3% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-99.9% | $7,964-100.0% | $626-99.9% |