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 | $74,970 | $104,475-28.2% | $159,436-53.0% | $79,386-5.6% |
| Participation rate | 75.9% | 76.6%-0.7pp | 82.8%-6.9pp | 70.7%+5.2pp |
| Annual return | 14.79% | 67.95%-53.2pp | 263.57%-248.8pp | 116.85%-102.1pp |
| Employer contribution / active EE | $3,020 | $3,417-11.6% | $4,829-37.5% | $2,427+24.4% |
| Participant deferral / active EE | $5,656 | $6,467-12.5% | $7,352-23.1% | $4,046+39.8% |
| Admin fee / account holder | $17 | $711-97.7% | $10,799-99.8% | $626-97.3% |