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 | $48,097 | $83,884-42.7% | $64,056-24.9% | $74,419-35.4% |
| Participation rate | 94.9% | 76.6%+18.3pp | 72.3%+22.6pp | 70.7%+24.2pp |
| Annual return | 17.04% | 16.57%+0.5pp | 33.69%-16.6pp | 34.38%-17.3pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,747-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $2,238 | $3,692-39.4% | $3,880-42.3% | $4,528-50.6% |
| Admin fee / account holder | $1 | $196-99.5% | $3,068-100.0% | $348-99.7% |