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 | $41,679 | $57,096-27.0% | $94,224-55.8% | $55,191-24.5% |
| Participation rate | 96.4% | 75.7%+20.8pp | 78.8%+17.7pp | 69.2%+27.3pp |
| Annual return | 1.50% | 159.65%-158.1pp | 10.68%-9.2pp | 10.78%-9.3pp |
| Employer contribution / active EE | $1,773 | $1,708+3.8% | $3,587-50.6% | $1,899-6.6% |
| Participant deferral / active EE | $2,427 | $3,165-23.3% | $4,320-43.8% | $3,046-20.3% |
| Admin fee / account holder | $21 | $89-76.9% | $6,269-99.7% | $91-77.3% |