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 | $39,827 | $46,553-14.4% | $64,056-37.8% | $75,163-47.0% |
| Participation rate | 88.3% | 65.9%+22.4pp | 72.3%+16.0pp | 67.2%+21.1pp |
| Annual return | 15.10% | 26.03%-10.9pp | 33.69%-18.6pp | 160.62%-145.5pp |
| Employer contribution / active EE | $718 | $1,974-63.6% | $2,747-73.9% | $2,670-73.1% |
| Participant deferral / active EE | $1,179 | $2,837-58.4% | $3,880-69.6% | $4,125-71.4% |
| Admin fee / account holder | $0 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |