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 | $55,510 | $71,516-22.4% | $98,439-43.6% | $71,457-22.3% |
| Participation rate | 100.0% | 72.7%+27.3pp | 75.2%+24.8pp | 67.9%+32.1pp |
| Annual return | 21.36% | 32.41%-11.0pp | 21.16%+0.2pp | 28.85%-7.5pp |
| Employer contribution / active EE | $2,693 | $2,399+12.3% | $3,048-11.6% | $2,588+4.1% |
| Participant deferral / active EE | $5,058 | $4,109+23.1% | $4,738+6.8% | $4,289+17.9% |
| Admin fee / account holder | $15 | $1,675-99.1% | $8,948-99.8% | $1,587-99.1% |