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 8-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 | $17,175 | $80,717-78.7% | $154,803-88.9% | $84,808-79.7% |
| Participation rate | 95.9% | 66.8%+29.1pp | 78.1%+17.8pp | 68.3%+27.6pp |
| Annual return | 20.06% | 37.96%-17.9pp | 58.88%-38.8pp | 40.90%-20.8pp |
| Employer contribution / active EE | $1,871 | $2,761-32.3% | $4,305-56.5% | $2,631-28.9% |
| Participant deferral / active EE | $2,827 | $3,303-14.4% | $5,540-49.0% | $4,212-32.9% |
| Admin fee / account holder | $28 | $6,746-99.6% | $14,329-99.8% | $7,344-99.6% |