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 | $45,794 | $58,347-21.5% | $85,682-46.6% | $86,799-47.2% |
| Participation rate | 97.0% | 64.9%+32.1pp | 69.9%+27.1pp | 72.3%+24.7pp |
| Annual return | 21.20% | 18.43%+2.8pp | 21.49%-0.3pp | 97.91%-76.7pp |
| Employer contribution / active EE | $561 | $1,751-67.9% | $2,618-78.6% | $2,405-76.7% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $3,923-100.0% | $4,131-100.0% |
| Admin fee / account holder | $22 | $147-85.2% | $6,873-99.7% | $170-87.1% |