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 | $68,459 | $48,230+41.9% | $67,502+1.4% | $80,856-15.3% |
| Participation rate | 95.3% | 66.4%+28.9pp | 72.9%+22.4pp | 67.6%+27.7pp |
| Annual return | 15.39% | 18.28%-2.9pp | 3512.12%-3496.7pp | 35.59%-20.2pp |
| Employer contribution / active EE | $3,048 | $2,020+50.9% | $2,731+11.6% | $2,755+10.6% |
| Participant deferral / active EE | $7,330 | $2,924+150.7% | $4,000+83.2% | $4,296+70.6% |
| Admin fee / account holder | $98 | $3,681-97.4% | $3,998-97.6% | $6,918-98.6% |