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 | $31,484 | $79,753-60.5% | $106,201-70.4% | - |
| Participation rate | 96.0% | 68.4%+27.6pp | 75.3%+20.7pp | - |
| Annual return | 14.90% | 10.43%+4.5pp | 116.26%-101.4pp | - |
| Employer contribution / active EE | $2,118 | $2,584-18.1% | $3,170-33.2% | - |
| Participant deferral / active EE | $2,792 | $4,151-32.7% | $5,012-44.3% | - |
| Admin fee / account holder | $8 | $4,140-99.8% | $11,039-99.9% | - |