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 9-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 | $20,743 | $49,915-58.4% | $154,803-86.6% | $74,304-72.1% |
| Participation rate | 92.9% | 54.0%+38.9pp | 78.1%+14.8pp | 60.3%+32.5pp |
| Annual return | 25.04% | 34.06%-9.0pp | 58.88%-33.8pp | 29.43%-4.4pp |
| Employer contribution / active EE | $2,564 | $1,611+59.1% | $4,305-40.4% | $2,241+14.4% |
| Participant deferral / active EE | $6,251 | $2,255+177.2% | $5,540+12.8% | $3,767+65.9% |
| Admin fee / account holder | $33 | $2,189-98.5% | $14,329-99.8% | $2,969-98.9% |