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 | $51,500 | $92,971-44.6% | $96,683-46.7% | $74,419-30.8% |
| Participation rate | 91.8% | 71.5%+20.3pp | 74.3%+17.5pp | 70.7%+21.1pp |
| Annual return | 13.81% | 37.49%-23.7pp | 35.69%-21.9pp | 34.38%-20.6pp |
| Employer contribution / active EE | $2,896 | $3,426-15.5% | $3,737-22.5% | $2,637+9.8% |
| Participant deferral / active EE | $5,321 | $3,970+34.0% | $4,878+9.1% | $4,528+17.5% |
| Admin fee / account holder | $38 | $633-93.9% | $6,730-99.4% | $348-89.0% |