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 | $43,723 | $89,753-51.3% | $107,525-59.3% | $84,808-48.4% |
| Participation rate | 77.9% | 68.1%+9.8pp | 75.1%+2.8pp | 68.3%+9.6pp |
| Annual return | 13.12% | 29.48%-16.4pp | 181.32%-168.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $828 | $3,113-73.4% | $3,754-77.9% | $2,631-68.5% |
| Participant deferral / active EE | $3,146 | $4,056-22.4% | $5,116-38.5% | $4,212-25.3% |
| Admin fee / account holder | $262 | $7,222-96.4% | $8,919-97.1% | $7,344-96.4% |