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 6-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 | $17,927 | $77,899-77.0% | $149,673-88.0% | $75,163-76.1% |
| Participation rate | 87.8% | 65.6%+22.2pp | 78.8%+9.0pp | 67.2%+20.6pp |
| Annual return | 24.72% | 31.72%-7.0pp | 134.42%-109.7pp | 160.62%-135.9pp |
| Employer contribution / active EE | $4,256 | $3,137+35.7% | $4,818-11.7% | $2,670+59.4% |
| Participant deferral / active EE | $8,189 | $3,411+140.1% | $5,680+44.2% | $4,125+98.5% |
| Admin fee / account holder | $8 | $5,956-99.9% | $13,210-99.9% | $5,651-99.9% |