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 | $33,840 | $75,388-55.1% | $123,544-72.6% | $55,725-39.3% |
| Participation rate | 96.5% | 75.7%+20.8pp | 82.3%+14.2pp | 70.9%+25.6pp |
| Annual return | 5.31% | 4.48%+0.8pp | 119.20%-113.9pp | 244.93%-239.6pp |
| Employer contribution / active EE | $2,581 | $3,063-15.8% | $4,628-44.2% | $2,078+24.2% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $12 | $120-90.1% | $9,284-99.9% | $115-89.7% |