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 | $47,965 | $80,753-40.6% | $136,294-64.8% | $62,292-23.0% |
| Participation rate | 81.2% | 73.5%+7.7pp | 81.9%-0.7pp | 69.5%+11.7pp |
| Annual return | 22.53% | 35.83%-13.3pp | 5155.94%-5133.4pp | 28.90%-6.4pp |
| Employer contribution / active EE | $3,264 | $2,884+13.2% | $4,695-30.5% | $2,042+59.8% |
| Participant deferral / active EE | $6,307 | $5,164+22.1% | $6,247+1.0% | $3,169+99.0% |
| Admin fee / account holder | $28 | $525-94.7% | $9,243-99.7% | $479-94.2% |