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 | $54,490 | $79,519-31.5% | $95,952-43.2% | $73,409-25.8% |
| Participation rate | 98.3% | 81.2%+17.1pp | 77.1%+21.2pp | 72.2%+26.1pp |
| Annual return | 14.03% | 19.20%-5.2pp | 91.61%-77.6pp | 59.29%-45.3pp |
| Employer contribution / active EE | $2,603 | $2,048+27.1% | $2,541+2.4% | $2,234+16.5% |
| Participant deferral / active EE | $3,076 | $4,138-25.7% | $4,167-26.2% | $3,805-19.2% |
| Admin fee / account holder | $0 | $184-100.0% | $6,795-100.0% | $158-100.0% |