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 | $54,074 | $81,460-33.6% | $103,333-47.7% | $80,856-33.1% |
| Participation rate | 98.1% | 66.8%+31.3pp | 74.5%+23.6pp | 67.6%+30.5pp |
| Annual return | 16.01% | 25.55%-9.5pp | 24.88%-8.9pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,845 | $3,105-40.6% | $3,868-52.3% | $2,755-33.0% |
| Participant deferral / active EE | $3,386 | $3,869-12.5% | $5,057-33.1% | $4,296-21.2% |
| Admin fee / account holder | $179 | $6,566-97.3% | $8,355-97.9% | $6,918-97.4% |