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 | $41,319 | $52,293-21.0% | $178,490-76.9% | $73,409-43.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 81.9%+18.1pp | 72.2%+27.8pp |
| Annual return | 17.20% | 34.75%-17.6pp | 151.07%-133.9pp | 59.29%-42.1pp |
| Employer contribution / active EE | $1,385 | $1,735-20.2% | $5,011-72.4% | $2,234-38.0% |
| Participant deferral / active EE | $3,548 | $2,332+52.1% | $5,202-31.8% | $3,805-6.8% |
| Admin fee / account holder | $15 | $127-87.8% | $13,984-99.9% | $158-90.2% |