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 | $30,926 | $56,317-45.1% | $71,209-56.6% | $74,304-58.4% |
| Participation rate | 100.0% | 55.1%+44.9pp | 73.8%+26.2pp | 60.3%+39.7pp |
| Annual return | 13.07% | 42.83%-29.8pp | 282.51%-269.4pp | 29.43%-16.4pp |
| Employer contribution / active EE | $1,498 | $2,160-30.7% | $2,721-45.0% | $2,241-33.2% |
| Participant deferral / active EE | $1,934 | $2,788-30.6% | $4,175-53.7% | $3,767-48.7% |
| Admin fee / account holder | $14 | $2,290-99.4% | $5,349-99.7% | $2,969-99.5% |