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 | $67,756 | $94,625-28.4% | $116,228-41.7% | $84,808-20.1% |
| Participation rate | 80.0% | 70.4%+9.6pp | 74.6%+5.4pp | 68.3%+11.7pp |
| Annual return | 15.05% | 20.40%-5.3pp | 90.06%-75.0pp | 40.90%-25.8pp |
| Employer contribution / active EE | $984 | $2,347-58.1% | $2,994-67.1% | $2,631-62.6% |
| Participant deferral / active EE | $5,359 | $3,972+34.9% | $4,953+8.2% | $4,212+27.2% |
| Admin fee / account holder | $62 | $10,091-99.4% | $11,989-99.5% | $7,344-99.2% |