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 | $22,623 | $49,915-54.7% | $154,803-85.4% | $74,304-69.6% |
| Participation rate | 94.5% | 54.0%+40.6pp | 78.1%+16.5pp | 60.3%+34.2pp |
| Annual return | 14.73% | 34.06%-19.3pp | 58.88%-44.1pp | 29.43%-14.7pp |
| Employer contribution / active EE | $5,035 | $1,611+212.5% | $4,305+17.0% | $2,241+124.7% |
| Participant deferral / active EE | $3,104 | $2,255+37.7% | $5,540-44.0% | $3,767-17.6% |
| Admin fee / account holder | $21 | $2,189-99.0% | $14,329-99.9% | $2,969-99.3% |