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 | $46,043 | $76,670-39.9% | $96,683-52.4% | $71,457-35.6% |
| Participation rate | 86.0% | 66.6%+19.4pp | 74.3%+11.7pp | 67.9%+18.1pp |
| Annual return | 20.69% | 48.29%-27.6pp | 35.69%-15.0pp | 28.85%-8.2pp |
| Employer contribution / active EE | $2,595 | $3,031-14.4% | $3,737-30.6% | $2,588+0.3% |
| Participant deferral / active EE | $5,056 | $3,771+34.1% | $4,878+3.6% | $4,289+17.9% |
| Admin fee / account holder | $0 | $2,028-100.0% | $6,730-100.0% | $1,587-100.0% |