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 | $62,039 | $102,317-39.4% | $146,958-57.8% | $80,856-23.3% |
| Participation rate | 97.5% | 75.8%+21.6pp | 82.2%+15.3pp | 67.6%+29.8pp |
| Annual return | 15.85% | 134.76%-118.9pp | 418.34%-402.5pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,089 | $3,713-43.7% | $4,933-57.6% | $2,755-24.2% |
| Participant deferral / active EE | $7,321 | $6,644+10.2% | $8,070-9.3% | $4,296+70.4% |
| Admin fee / account holder | $21 | $7,941-99.7% | $12,998-99.8% | $6,918-99.7% |