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 | $60,866 | $86,944-30.0% | $107,525-43.4% | $74,304-18.1% |
| Participation rate | 90.5% | 59.6%+30.9pp | 75.1%+15.4pp | 60.3%+30.2pp |
| Annual return | 16.05% | 23.52%-7.5pp | 181.32%-165.3pp | 29.43%-13.4pp |
| Employer contribution / active EE | $935 | $2,757-66.1% | $3,754-75.1% | $2,241-58.3% |
| Participant deferral / active EE | $2,905 | $3,554-18.3% | $5,116-43.2% | $3,767-22.9% |
| Admin fee / account holder | $300 | $3,727-92.0% | $8,919-96.6% | $2,969-89.9% |