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 | $82,387 | $91,407-9.9% | $135,903-39.4% | $71,457+15.3% |
| Participation rate | 95.9% | 75.7%+20.2pp | 81.9%+14.0pp | 67.9%+28.0pp |
| Annual return | 19.97% | 29.90%-9.9pp | 68.23%-48.3pp | 28.85%-8.9pp |
| Employer contribution / active EE | $1,871 | $3,703-49.5% | $4,856-61.5% | $2,588-27.7% |
| Participant deferral / active EE | $6,769 | $7,092-4.6% | $7,758-12.8% | $4,289+57.8% |
| Admin fee / account holder | $9 | $1,266-99.3% | $10,762-99.9% | $1,587-99.4% |