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 | $27,185 | $49,915-45.5% | $154,803-82.4% | $74,304-63.4% |
| Participation rate | 73.0% | 54.0%+19.1pp | 78.1%-5.0pp | 60.3%+12.7pp |
| Annual return | 15.67% | 34.06%-18.4pp | 58.88%-43.2pp | 29.43%-13.8pp |
| Employer contribution / active EE | $1,123 | $1,611-30.3% | $4,305-73.9% | $2,241-49.9% |
| Participant deferral / active EE | $1,816 | $2,255-19.4% | $5,540-67.2% | $3,767-51.8% |
| Admin fee / account holder | $83 | $2,189-96.2% | $14,329-99.4% | $2,969-97.2% |