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 9-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 | $57,470 | $106,236-45.9% | $112,228-48.8% | $64,808-11.3% |
| Participation rate | 72.2% | 71.7%+0.5pp | 75.1%-2.9pp | 71.5%+0.7pp |
| Annual return | 41.48% | -6.02%+47.5pp | 27.45%+14.0pp | 32.82%+8.7pp |
| Employer contribution / active EE | $814 | $3,166-74.3% | $3,635-77.6% | $2,506-67.5% |
| Participant deferral / active EE | $3,480 | $3,785-8.0% | $4,728-26.4% | $4,310-19.3% |
| Admin fee / account holder | $8 | $452-98.2% | $6,410-99.9% | $188-95.8% |