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 | $45,407 | $91,019-50.1% | $392,568-88.4% | $72,985-37.8% |
| Participation rate | 96.7% | 74.4%+22.4pp | 78.1%+18.7pp | 69.5%+27.3pp |
| Annual return | 27.72% | 20.00%+7.7pp | 24.42%+3.3pp | 81.00%-53.3pp |
| Employer contribution / active EE | $3,242 | $2,751+17.8% | $3,783-14.3% | $2,440+32.9% |
| Participant deferral / active EE | $0 | $4,570-100.0% | $5,985-100.0% | $3,607-100.0% |
| Admin fee / account holder | $0 | $4,895-100.0% | $6,260-100.0% | $5,124-100.0% |