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 | $58,819 | $82,978-29.1% | $129,995-54.8% | $71,457-17.7% |
| Participation rate | 77.4% | 74.1%+3.3pp | 78.5%-1.1pp | 67.9%+9.5pp |
| Annual return | 17.64% | 20.60%-3.0pp | -137.18%+154.8pp | 28.85%-11.2pp |
| Employer contribution / active EE | $1,401 | $2,622-46.6% | $4,320-67.6% | $2,588-45.9% |
| Participant deferral / active EE | $2,787 | $4,432-37.1% | $5,820-52.1% | $4,289-35.0% |
| Admin fee / account holder | $33 | $1,729-98.1% | $10,614-99.7% | $1,587-98.0% |