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 | $32,778 | $53,822-39.1% | $75,696-56.7% | $85,850-61.8% |
| Participation rate | 84.7% | 69.1%+15.6pp | 74.8%+9.9pp | 69.3%+15.4pp |
| Annual return | 23.16% | 24.54%-1.4pp | 104.53%-81.4pp | 318.53%-295.4pp |
| Employer contribution / active EE | $1,187 | $2,017-41.1% | $2,743-56.7% | $2,565-53.7% |
| Participant deferral / active EE | $1,619 | $2,895-44.1% | $3,821-57.6% | $3,952-59.0% |
| Admin fee / account holder | $1 | $3,343-100.0% | $3,619-100.0% | $6,260-100.0% |