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 | $97,320 | $132,049-26.3% | $200,582-51.5% | $74,304+31.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.9%+13.1pp | 60.3%+39.7pp |
| Annual return | 17.96% | 22.22%-4.3pp | 42.33%-24.4pp | 29.43%-11.5pp |
| Employer contribution / active EE | $4,926 | $4,558+8.1% | $6,419-23.3% | $2,241+119.8% |
| Participant deferral / active EE | $6,023 | $7,213-16.5% | $9,331-35.5% | $3,767+59.9% |
| Admin fee / account holder | $2 | $2,405-99.9% | $16,305-100.0% | $2,969-99.9% |