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 | $28,490 | $55,636-48.8% | $81,983-65.2% | $73,488-61.2% |
| Participation rate | 73.4% | 62.3%+11.1pp | 69.2%+4.2pp | 70.7%+2.7pp |
| Annual return | 17.35% | 19.07%-1.7pp | 41.31%-24.0pp | 28.51%-11.2pp |
| Employer contribution / active EE | $783 | $1,625-51.8% | $2,498-68.6% | $2,270-65.5% |
| Participant deferral / active EE | $1,759 | $2,762-36.3% | $3,722-52.7% | $3,740-52.9% |
| Admin fee / account holder | $25 | $493-95.0% | $5,664-99.6% | $513-95.2% |