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 | $63,057 | $105,181-40.0% | $159,436-60.4% | $85,850-26.5% |
| Participation rate | 92.7% | 75.8%+16.9pp | 82.8%+9.9pp | 69.3%+23.4pp |
| Annual return | 18.37% | 45.07%-26.7pp | 263.57%-245.2pp | 318.53%-300.2pp |
| Employer contribution / active EE | $1,180 | $3,318-64.4% | $4,829-75.6% | $2,565-54.0% |
| Participant deferral / active EE | $3,443 | $5,945-42.1% | $7,352-53.2% | $3,952-12.9% |
| Admin fee / account holder | $42 | $6,933-99.4% | $10,799-99.6% | $6,260-99.3% |