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 | $32,417 | $45,000-28.0% | $143,757-77.4% | $77,904-58.4% |
| Participation rate | 79.0% | 66.8%+12.2pp | 80.3%-1.3pp | 73.7%+5.4pp |
| Annual return | 2.20% | 29.03%-26.8pp | -0.04%+2.2pp | 12.21%-10.0pp |
| Employer contribution / active EE | $1,066 | $1,870-43.0% | $4,951-78.5% | $2,848-62.6% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $5,637-100.0% | $4,806-100.0% |
| Admin fee / account holder | $122 | $98+23.6% | $14,673-99.2% | $133-8.2% |