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 3-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 | $3,241 | $24,733-86.9% | $69,647-95.3% | $74,495-95.6% |
| Participation rate | 70.2% | 63.5%+6.7pp | 66.5%+3.7pp | 67.2%+3.0pp |
| Annual return | 19.96% | 18.55%+1.4pp | 100.48%-80.5pp | 1364.94%-1345.0pp |
| Employer contribution / active EE | $339 | $1,001-66.1% | $1,712-80.2% | $2,623-87.1% |
| Participant deferral / active EE | $1,082 | $1,901-43.1% | $2,886-62.5% | $4,346-75.1% |
| Admin fee / account holder | $14 | $1,892-99.3% | $4,713-99.7% | $1,942-99.3% |