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 | $50,057 | $79,519-37.1% | $95,952-47.8% | $73,409-31.8% |
| Participation rate | 92.3% | 81.2%+11.2pp | 77.1%+15.3pp | 72.2%+20.2pp |
| Annual return | 15.13% | 19.20%-4.1pp | 91.61%-76.5pp | 59.29%-44.2pp |
| Employer contribution / active EE | $1,472 | $2,048-28.1% | $2,541-42.1% | $2,234-34.1% |
| Participant deferral / active EE | $2,708 | $4,138-34.6% | $4,167-35.0% | $3,805-28.8% |
| Admin fee / account holder | $4 | $184-97.7% | $6,795-99.9% | $158-97.3% |