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 | $67,938 | $86,286-21.3% | $111,297-39.0% | $85,850-20.9% |
| Participation rate | 95.7% | 73.3%+22.4pp | 77.3%+18.4pp | 69.3%+26.4pp |
| Annual return | 15.45% | 19.99%-4.5pp | 54.65%-39.2pp | 318.53%-303.1pp |
| Employer contribution / active EE | $2,017 | $2,043-1.3% | $2,731-26.1% | $2,565-21.4% |
| Participant deferral / active EE | $2,755 | $3,641-24.3% | $4,487-38.6% | $3,952-30.3% |
| Admin fee / account holder | $29 | $8,188-99.6% | $7,964-99.6% | $6,260-99.5% |