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 | $28,585 | $55,415-48.4% | $155,509-81.6% | $74,495-61.6% |
| Participation rate | 85.8% | 61.9%+23.9pp | 78.2%+7.6pp | 67.2%+18.6pp |
| Annual return | 11.84% | 268.50%-256.7pp | 64.67%-52.8pp | 1364.94%-1353.1pp |
| Employer contribution / active EE | $1,230 | $2,267-45.7% | $4,672-73.7% | $2,623-53.1% |
| Participant deferral / active EE | $2,691 | $2,836-5.1% | $5,626-52.2% | $4,346-38.1% |
| Admin fee / account holder | $43 | $1,738-97.5% | $15,912-99.7% | $1,942-97.8% |