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 | $46,584 | $56,423-17.4% | $77,163-39.6% | $71,457-34.8% |
| Participation rate | 100.0% | 64.3%+35.7pp | 69.6%+30.4pp | 67.9%+32.1pp |
| Annual return | 14.34% | 19.05%-4.7pp | 37.87%-23.5pp | 28.85%-14.5pp |
| Employer contribution / active EE | $4,224 | $1,866+126.3% | $2,535+66.6% | $2,588+63.2% |
| Participant deferral / active EE | $3,406 | $3,142+8.4% | $3,833-11.1% | $4,289-20.6% |
| Admin fee / account holder | $108 | $1,429-92.5% | $5,472-98.0% | $1,587-93.2% |