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 | $29,826 | $70,879-57.9% | $189,557-84.3% | $79,386-62.4% |
| Participation rate | 99.4% | 68.0%+31.5pp | 78.4%+21.0pp | 70.7%+28.7pp |
| Annual return | 15.42% | 20.70%-5.3pp | 64.17%-48.7pp | 116.85%-101.4pp |
| Employer contribution / active EE | $3,903 | $1,806+116.1% | $4,412-11.5% | $2,427+60.8% |
| Participant deferral / active EE | $1,715 | $4,081-58.0% | $6,174-72.2% | $4,046-57.6% |
| Admin fee / account holder | $0 | $647-100.0% | $9,807-100.0% | $626-100.0% |