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 | $67,027 | $95,274-29.6% | $135,903-50.7% | $74,419-9.9% |
| Participation rate | 79.8% | 78.2%+1.6pp | 81.9%-2.1pp | 70.7%+9.0pp |
| Annual return | 17.70% | 32.77%-15.1pp | 68.23%-50.5pp | 34.38%-16.7pp |
| Employer contribution / active EE | $1,718 | $3,874-55.6% | $4,856-64.6% | $2,637-34.9% |
| Participant deferral / active EE | $5,564 | $7,782-28.5% | $7,758-28.3% | $4,528+22.9% |
| Admin fee / account holder | $9 | $266-96.8% | $10,762-99.9% | $348-97.5% |