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 | $196,287 | $121,341+61.8% | $189,513+3.6% | $79,386+147.3% |
| Participation rate | 99.2% | 86.1%+13.0pp | 87.8%+11.3pp | 70.7%+28.4pp |
| Annual return | 13.53% | 21.08%-7.6pp | 555.15%-541.6pp | 116.85%-103.3pp |
| Employer contribution / active EE | $4,648 | $3,915+18.7% | $6,162-24.6% | $2,427+91.5% |
| Participant deferral / active EE | $7,888 | $6,395+23.3% | $8,221-4.1% | $4,046+95.0% |
| Admin fee / account holder | $3 | $651-99.5% | $12,045-100.0% | $626-99.5% |