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 | $24,156 | $42,546-43.2% | $71,796-66.4% | $55,167-56.2% |
| Participation rate | 99.4% | 59.1%+40.2pp | 69.1%+30.2pp | 69.0%+30.4pp |
| Annual return | 7.19% | 12.36%-5.2pp | 78.04%-70.9pp | 169.23%-162.0pp |
| Employer contribution / active EE | $1,477 | $803+83.9% | $1,924-23.2% | $1,963-24.7% |
| Participant deferral / active EE | $0 | $2,064-100.0% | $2,794-100.0% | $3,054-100.0% |
| Admin fee / account holder | $218 | $650-66.4% | $4,815-95.5% | $504-56.7% |