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 | $22,787 | $50,464-54.8% | $75,781-69.9% | $52,331-56.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 75.8%+24.2pp | 68.1%+31.9pp |
| Annual return | 11.81% | 1.03%+10.8pp | 9.68%+2.1pp | 4.54%+7.3pp |
| Employer contribution / active EE | $1,991 | $1,988+0.1% | $3,323-40.1% | $1,882+5.8% |
| Participant deferral / active EE | $0 | $2,570-100.0% | $3,651-100.0% | $3,022-100.0% |
| Admin fee / account holder | $16 | $1,103-98.6% | $5,299-99.7% | $592-97.4% |