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 | $30,682 | $49,693-38.3% | $70,515-56.5% | $74,419-58.8% |
| Participation rate | 94.9% | 64.7%+30.3pp | 68.3%+26.6pp | 70.7%+24.2pp |
| Annual return | 16.99% | 21.22%-4.2pp | 32.77%-15.8pp | 34.38%-17.4pp |
| Employer contribution / active EE | $2,156 | $1,773+21.6% | $2,973-27.5% | $2,637-18.3% |
| Participant deferral / active EE | $3,736 | $3,376+10.7% | $4,567-18.2% | $4,528-17.5% |
| Admin fee / account holder | $27 | $316-91.6% | $6,412-99.6% | $348-92.3% |