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 | $25,602 | $50,815-49.6% | $155,509-83.5% | $77,643-67.0% |
| Participation rate | 86.8% | 63.1%+23.7pp | 78.2%+8.6pp | 70.6%+16.3pp |
| Annual return | 16.48% | 34.80%-18.3pp | 64.67%-48.2pp | 31.24%-14.8pp |
| Employer contribution / active EE | $1,445 | $1,993-27.5% | $4,672-69.1% | $2,726-47.0% |
| Participant deferral / active EE | $3,019 | $2,822+7.0% | $5,626-46.3% | $4,647-35.0% |
| Admin fee / account holder | $45 | $437-89.7% | $15,912-99.7% | $430-89.5% |