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 | $70,862 | $62,132+14.1% | $185,823-61.9% | $73,488-3.6% |
| Participation rate | 91.8% | 67.8%+23.9pp | 78.0%+13.7pp | 70.7%+21.1pp |
| Annual return | 19.50% | 20.44%-0.9pp | 35.95%-16.5pp | 28.51%-9.0pp |
| Employer contribution / active EE | $1,899 | $1,681+13.0% | $4,087-53.5% | $2,270-16.3% |
| Participant deferral / active EE | $4,895 | $3,711+31.9% | $5,632-13.1% | $3,740+30.9% |
| Admin fee / account holder | $30 | $419-92.8% | $9,500-99.7% | $513-94.1% |