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 | $37,346 | $60,261-38.0% | $81,783-54.3% | $74,546-49.9% |
| Participation rate | 93.7% | 62.9%+30.8pp | 72.4%+21.3pp | 67.2%+26.5pp |
| Annual return | 15.05% | 16.88%-1.8pp | 775.05%-760.0pp | 1366.03%-1351.0pp |
| Employer contribution / active EE | $1,562 | $2,622-40.4% | $2,913-46.4% | $2,624-40.5% |
| Participant deferral / active EE | $1,653 | $3,388-51.2% | $4,320-61.7% | $4,347-62.0% |
| Admin fee / account holder | $79 | $1,482-94.7% | $7,380-98.9% | $1,944-95.9% |