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 | $17,168 | $55,415-69.0% | $155,509-89.0% | $74,495-77.0% |
| Participation rate | 85.0% | 61.9%+23.1pp | 78.2%+6.9pp | 67.2%+17.8pp |
| Annual return | 14.45% | 268.50%-254.0pp | 64.67%-50.2pp | 1364.94%-1350.5pp |
| Employer contribution / active EE | $1,302 | $2,267-42.6% | $4,672-72.1% | $2,623-50.4% |
| Participant deferral / active EE | $2,453 | $2,836-13.5% | $5,626-56.4% | $4,346-43.6% |
| Admin fee / account holder | $26 | $1,738-98.5% | $15,912-99.8% | $1,942-98.7% |