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 | $70,656 | $58,879+20.0% | $178,490-60.4% | $73,488-3.9% |
| Participation rate | 97.5% | 66.2%+31.3pp | 81.9%+15.6pp | 70.7%+26.8pp |
| Annual return | 18.06% | 24.86%-6.8pp | 151.07%-133.0pp | 28.51%-10.5pp |
| Employer contribution / active EE | $1,752 | $2,236-21.7% | $5,011-65.0% | $2,270-22.8% |
| Participant deferral / active EE | $3,947 | $2,567+53.8% | $5,202-24.1% | $3,740+5.6% |
| Admin fee / account holder | $18 | $400-95.6% | $13,984-99.9% | $513-96.6% |