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 | $38,161 | $74,706-48.9% | $75,696-49.6% | $79,386-51.9% |
| Participation rate | 97.9% | 75.3%+22.6pp | 74.8%+23.1pp | 70.7%+27.2pp |
| Annual return | 16.52% | 18.52%-2.0pp | 104.53%-88.0pp | 116.85%-100.3pp |
| Employer contribution / active EE | $1,202 | $2,590-53.6% | $2,743-56.2% | $2,427-50.5% |
| Participant deferral / active EE | $1,554 | $3,533-56.0% | $3,821-59.3% | $4,046-61.6% |
| Admin fee / account holder | $0 | $374-100.0% | $3,619-100.0% | $626-100.0% |