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 | $36,205 | $58,264-37.9% | $86,612-58.2% | $71,457-49.3% |
| Participation rate | 92.7% | 65.0%+27.7pp | 71.7%+21.0pp | 67.9%+24.8pp |
| Annual return | 16.88% | 21.63%-4.7pp | 591.07%-574.2pp | 28.85%-12.0pp |
| Employer contribution / active EE | $2,984 | $2,574+15.9% | $3,022-1.3% | $2,588+15.3% |
| Participant deferral / active EE | $4,192 | $3,436+22.0% | $4,438-5.5% | $4,289-2.3% |
| Admin fee / account holder | $267 | $1,057-74.7% | $5,614-95.2% | $1,587-83.2% |