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 | $28,531 | $65,561-56.5% | $91,541-68.8% | $74,304-61.6% |
| Participation rate | 74.3% | 56.6%+17.7pp | 69.8%+4.5pp | 60.3%+13.9pp |
| Annual return | 16.96% | 17.68%-0.7pp | 20.50%-3.5pp | 29.43%-12.5pp |
| Employer contribution / active EE | $0 | $1,717-100.0% | $2,505-100.0% | $2,241-100.0% |
| Participant deferral / active EE | $0 | $2,918-100.0% | $4,008-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,333-100.0% | $6,956-100.0% | $2,969-100.0% |