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 | $51,809 | $65,322-20.7% | $70,449-26.5% | $73,488-29.5% |
| Participation rate | 92.7% | 77.0%+15.7pp | 75.1%+17.6pp | 70.7%+22.0pp |
| Annual return | 20.84% | 15.71%+5.1pp | 109.03%-88.2pp | 28.51%-7.7pp |
| Employer contribution / active EE | $1,691 | $2,460-31.3% | $2,737-38.2% | $2,270-25.5% |
| Participant deferral / active EE | $8,324 | $3,375+146.6% | $3,709+124.4% | $3,740+122.6% |
| Admin fee / account holder | $10 | $214-95.4% | $3,845-99.7% | $513-98.1% |