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 | $65,088 | $46,553+39.8% | $64,056+1.6% | $75,163-13.4% |
| Participation rate | 98.7% | 65.9%+32.8pp | 72.3%+26.4pp | 67.2%+31.5pp |
| Annual return | 12.90% | 26.03%-13.1pp | 33.69%-20.8pp | 160.62%-147.7pp |
| Employer contribution / active EE | $2,748 | $1,974+39.2% | $2,7470% | $2,670+2.9% |
| Participant deferral / active EE | $7,673 | $2,837+170.5% | $3,880+97.7% | $4,125+86.0% |
| Admin fee / account holder | $85 | $2,952-97.1% | $3,068-97.2% | $5,651-98.5% |