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 | $38,903 | $46,423-16.2% | $75,886-48.7% | $67,579-42.4% |
| Participation rate | 96.8% | 63.1%+33.7pp | 69.3%+27.5pp | 71.3%+25.5pp |
| Annual return | 39.11% | 32.29%+6.8pp | 30.76%+8.4pp | 378.56%-339.4pp |
| Employer contribution / active EE | $281 | $1,406-80.0% | $2,500-88.8% | $2,148-86.9% |
| Participant deferral / active EE | $0 | $2,564-100.0% | $3,603-100.0% | $3,539-100.0% |
| Admin fee / account holder | $29 | $132-78.2% | $5,418-99.5% | $142-79.8% |