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 | $67,956 | $53,777+26.4% | $134,143-49.3% | $79,858-14.9% |
| Participation rate | 92.6% | 58.8%+33.9pp | 72.2%+20.5pp | 69.6%+23.0pp |
| Annual return | 12.76% | 19.01%-6.2pp | 36.33%-23.6pp | 31.71%-19.0pp |
| Employer contribution / active EE | $1,322 | $1,321+0.1% | $3,704-64.3% | $2,471-46.5% |
| Participant deferral / active EE | $1,833 | $2,420-24.2% | $3,499-47.6% | $3,740-51.0% |
| Admin fee / account holder | $54 | $3,984-98.6% | $6,684-99.2% | $5,306-99.0% |