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 | $68,596 | $88,083-22.1% | $164,813-58.4% | $74,495-7.9% |
| Participation rate | 84.0% | 73.0%+11.0pp | 78.6%+5.4pp | 67.2%+16.8pp |
| Annual return | 14.62% | 17.26%-2.6pp | 69.93%-55.3pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $1,877 | $2,593-27.6% | $4,341-56.8% | $2,623-28.5% |
| Participant deferral / active EE | $3,751 | $4,498-16.6% | $6,031-37.8% | $4,346-13.7% |
| Admin fee / account holder | $7 | $2,234-99.7% | $12,690-99.9% | $1,942-99.7% |