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 4-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 | $6,477 | $57,590-88.8% | $86,233-92.5% | $82,448-92.1% |
| Participation rate | 93.0% | 57.9%+35.2pp | 69.0%+24.0pp | 68.1%+25.0pp |
| Annual return | 25.02% | 22.41%+2.6pp | 61.39%-36.4pp | 41.64%-16.6pp |
| Employer contribution / active EE | $1,938 | $1,655+17.1% | $2,504-22.6% | $2,551-24.0% |
| Participant deferral / active EE | $2,354 | $3,080-23.6% | $4,559-48.4% | $4,139-43.1% |
| Admin fee / account holder | $26 | $4,730-99.5% | $8,342-99.7% | $7,234-99.6% |