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 | $50,879 | $58,879-13.6% | $178,490-71.5% | $73,488-30.8% |
| Participation rate | 93.4% | 66.2%+27.2pp | 81.9%+11.5pp | 70.7%+22.8pp |
| Annual return | 21.02% | 24.86%-3.8pp | 151.07%-130.0pp | 28.51%-7.5pp |
| Employer contribution / active EE | $1,963 | $2,236-12.2% | $5,011-60.8% | $2,270-13.5% |
| Participant deferral / active EE | $3,071 | $2,567+19.6% | $5,202-41.0% | $3,740-17.9% |
| Admin fee / account holder | $1 | $400-99.8% | $13,984-100.0% | $513-99.8% |