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 | $74,850 | $130,194-42.5% | $169,993-56.0% | $71,457+4.7% |
| Participation rate | 92.2% | 86.1%+6.0pp | 87.0%+5.2pp | 67.9%+24.2pp |
| Annual return | 19.29% | 20.37%-1.1pp | 53.37%-34.1pp | 28.85%-9.6pp |
| Employer contribution / active EE | $5,518 | $4,381+26.0% | $6,785-18.7% | $2,588+113.3% |
| Participant deferral / active EE | $6,981 | $6,923+0.8% | $10,408-32.9% | $4,289+62.8% |
| Admin fee / account holder | $1 | $966-99.9% | $12,815-100.0% | $1,587-100.0% |