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 | $49,138 | $69,977-29.8% | $108,579-54.7% | $62,891-21.9% |
| Participation rate | 77.4% | 72.9%+4.5pp | 79.6%-2.1pp | 69.3%+8.1pp |
| Annual return | 21.86% | 10.73%+11.1pp | -51.70%+73.6pp | 20.14%+1.7pp |
| Employer contribution / active EE | $2,009 | $2,135-5.9% | $3,758-46.5% | $2,281-11.9% |
| Participant deferral / active EE | $4,066 | $3,165+28.5% | $4,311-5.7% | $3,203+26.9% |
| Admin fee / account holder | $11 | $5,076-99.8% | $7,645-99.8% | $4,296-99.7% |