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 | $40,647 | $54,541-25.5% | $78,778-48.4% | $70,131-42.0% |
| Participation rate | 93.0% | 60.8%+32.2pp | 69.2%+23.8pp | 69.5%+23.5pp |
| Annual return | 12.32% | 21.07%-8.8pp | 35.62%-23.3pp | 73.14%-60.8pp |
| Employer contribution / active EE | $1,156 | $1,089+6.2% | $1,986-41.8% | $2,342-50.7% |
| Participant deferral / active EE | $1,226 | $2,210-44.5% | $2,958-58.6% | $3,332-63.2% |
| Admin fee / account holder | $92 | $3,709-97.5% | $5,134-98.2% | $4,645-98.0% |