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 | $34,925 | $50,956-31.5% | $96,562-63.8% | $86,799-59.8% |
| Participation rate | 98.6% | 65.2%+33.4pp | 69.8%+28.8pp | 72.3%+26.3pp |
| Annual return | 15.46% | 21.27%-5.8pp | 37.78%-22.3pp | 97.91%-82.4pp |
| Employer contribution / active EE | $1,870 | $1,111+68.4% | $2,356-20.6% | $2,405-22.2% |
| Participant deferral / active EE | $5,840 | $2,954+97.7% | $3,849+51.7% | $4,131+41.4% |
| Admin fee / account holder | $44 | $166-73.7% | $6,181-99.3% | $170-74.2% |