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 | $23,515 | $46,553-49.5% | $64,056-63.3% | $75,163-68.7% |
| Participation rate | 97.5% | 65.9%+31.6pp | 72.3%+25.2pp | 67.2%+30.3pp |
| Annual return | 13.40% | 26.03%-12.6pp | 33.69%-20.3pp | 160.62%-147.2pp |
| Employer contribution / active EE | $2,115 | $1,974+7.1% | $2,747-23.0% | $2,670-20.8% |
| Participant deferral / active EE | $2,890 | $2,837+1.9% | $3,880-25.5% | $4,125-29.9% |
| Admin fee / account holder | $0 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |