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 | $51,874 | $74,089-30.0% | $133,980-61.3% | $55,167-6.0% |
| Participation rate | 79.1% | 84.3%-5.2pp | 87.1%-8.0pp | 69.0%+10.1pp |
| Annual return | 9.13% | 12.11%-3.0pp | 29.30%-20.2pp | 169.23%-160.1pp |
| Employer contribution / active EE | $1,995 | $3,064-34.9% | $5,211-61.7% | $1,963+1.7% |
| Participant deferral / active EE | $3,719 | $4,678-20.5% | $6,282-40.8% | $3,054+21.8% |
| Admin fee / account holder | $0 | $458-100.0% | $9,324-100.0% | $504-100.0% |