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 | $35,213 | $100,923-65.1% | $150,045-76.5% | $74,304-52.6% |
| Participation rate | 88.8% | 70.1%+18.7pp | 82.3%+6.5pp | 60.3%+28.5pp |
| Annual return | 28.79% | 51.77%-23.0pp | 62.55%-33.8pp | 29.43%-0.6pp |
| Employer contribution / active EE | $1,615 | $3,463-53.4% | $4,693-65.6% | $2,241-27.9% |
| Participant deferral / active EE | $6,837 | $6,709+1.9% | $7,997-14.5% | $3,767+81.5% |
| Admin fee / account holder | $246 | $2,767-91.1% | $13,435-98.2% | $2,969-91.7% |