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 | $59,748 | $70,908-15.7% | $98,907-39.6% | $73,488-18.7% |
| Participation rate | 99.1% | 73.8%+25.3pp | 76.0%+23.0pp | 70.7%+28.4pp |
| Annual return | 15.03% | 34.17%-19.1pp | 196.43%-181.4pp | 28.51%-13.5pp |
| Employer contribution / active EE | $2,325 | $2,036+14.2% | $2,689-13.5% | $2,270+2.4% |
| Participant deferral / active EE | $5,287 | $3,500+51.1% | $4,244+24.6% | $3,740+41.4% |
| Admin fee / account holder | $13 | $535-97.6% | $6,642-99.8% | $513-97.5% |