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 | $58,166 | $74,706-22.1% | $75,696-23.2% | $79,386-26.7% |
| Participation rate | 90.1% | 75.3%+14.8pp | 74.8%+15.3pp | 70.7%+19.4pp |
| Annual return | 13.30% | 18.52%-5.2pp | 104.53%-91.2pp | 116.85%-103.6pp |
| Employer contribution / active EE | $2,331 | $2,590-10.0% | $2,743-15.0% | $2,427-4.0% |
| Participant deferral / active EE | $2,064 | $3,533-41.6% | $3,821-46.0% | $4,046-49.0% |
| Admin fee / account holder | $2 | $374-99.5% | $3,619-100.0% | $626-99.7% |