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 | $74,306 | $91,407-18.7% | $135,903-45.3% | $71,457+4.0% |
| Participation rate | 73.9% | 75.7%-1.8pp | 81.9%-8.0pp | 67.9%+5.9pp |
| Annual return | 19.11% | 29.90%-10.8pp | 68.23%-49.1pp | 28.85%-9.7pp |
| Employer contribution / active EE | $3,314 | $3,703-10.5% | $4,856-31.8% | $2,588+28.1% |
| Participant deferral / active EE | $6,474 | $7,092-8.7% | $7,758-16.6% | $4,289+50.9% |
| Admin fee / account holder | $14 | $1,266-98.9% | $10,762-99.9% | $1,587-99.1% |