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 | $37,886 | $51,288-26.1% | $81,983-53.8% | $73,409-48.4% |
| Participation rate | 96.3% | 64.0%+32.3pp | 69.2%+27.1pp | 72.2%+24.1pp |
| Annual return | 20.71% | 29.48%-8.8pp | 41.31%-20.6pp | 59.29%-38.6pp |
| Employer contribution / active EE | $369 | $1,487-75.2% | $2,498-85.2% | $2,234-83.5% |
| Participant deferral / active EE | $0 | $2,715-100.0% | $3,722-100.0% | $3,805-100.0% |
| Admin fee / account holder | $22 | $125-82.0% | $5,664-99.6% | $158-85.8% |