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 | $14,815 | $49,915-70.3% | $154,803-90.4% | $74,304-80.1% |
| Participation rate | 72.8% | 54.0%+18.8pp | 78.1%-5.3pp | 60.3%+12.4pp |
| Annual return | 12.53% | 34.06%-21.5pp | 58.88%-46.4pp | 29.43%-16.9pp |
| Employer contribution / active EE | $1,392 | $1,611-13.6% | $4,305-67.7% | $2,241-37.9% |
| Participant deferral / active EE | $663 | $2,255-70.6% | $5,540-88.0% | $3,767-82.4% |
| Admin fee / account holder | $0 | $2,189-100.0% | $14,329-100.0% | $2,969-100.0% |