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 | $40,323 | $65,322-38.3% | $70,449-42.8% | $73,488-45.1% |
| Participation rate | 94.6% | 77.0%+17.7pp | 75.1%+19.6pp | 70.7%+23.9pp |
| Annual return | 13.48% | 15.71%-2.2pp | 109.03%-95.6pp | 28.51%-15.0pp |
| Employer contribution / active EE | $953 | $2,460-61.3% | $2,737-65.2% | $2,270-58.0% |
| Participant deferral / active EE | $1,911 | $3,375-43.4% | $3,709-48.5% | $3,740-48.9% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |