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 | $83,888 | $42,548+97.2% | $74,550+12.5% | $56,287+49.0% |
| Participation rate | 86.9% | 60.5%+26.4pp | 69.1%+17.7pp | 69.9%+17.0pp |
| Annual return | 3.60% | 12.40%-8.8pp | 32.53%-28.9pp | -9.96%+13.6pp |
| Employer contribution / active EE | $738 | $855-13.7% | $1,961-62.4% | $2,111-65.1% |
| Participant deferral / active EE | $1,729 | $2,277-24.1% | $3,108-44.4% | $3,350-48.4% |
| Admin fee / account holder | $0 | $467-100.0% | $5,060-100.0% | $521-100.0% |