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 | $29,774 | $61,058-51.2% | $71,209-58.2% | $85,563-65.2% |
| Participation rate | 97.6% | 58.6%+39.0pp | 73.8%+23.8pp | 66.0%+31.6pp |
| Annual return | 15.09% | 100.41%-85.3pp | 282.51%-267.4pp | 31.51%-16.4pp |
| Employer contribution / active EE | $1,815 | $2,199-17.5% | $2,721-33.3% | $2,654-31.6% |
| Participant deferral / active EE | $4,109 | $3,173+29.5% | $4,175-1.6% | $4,375-6.1% |
| Admin fee / account holder | $85 | $855-90.0% | $5,349-98.4% | $834-89.8% |