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 | $53,882 | $91,407-41.1% | $135,903-60.4% | $71,457-24.6% |
| Participation rate | 77.4% | 75.7%+1.8pp | 81.9%-4.5pp | 67.9%+9.5pp |
| Annual return | 20.38% | 29.90%-9.5pp | 68.23%-47.8pp | 28.85%-8.5pp |
| Employer contribution / active EE | $1,773 | $3,703-52.1% | $4,856-63.5% | $2,588-31.5% |
| Participant deferral / active EE | $3,605 | $7,092-49.2% | $7,758-53.5% | $4,289-15.9% |
| Admin fee / account holder | $20 | $1,266-98.4% | $10,762-99.8% | $1,587-98.7% |