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 | $106,018 | $132,049-19.7% | $200,582-47.1% | $74,304+42.7% |
| Participation rate | 94.3% | 84.1%+10.2pp | 86.9%+7.4pp | 60.3%+33.9pp |
| Annual return | 15.23% | 22.22%-7.0pp | 42.33%-27.1pp | 29.43%-14.2pp |
| Employer contribution / active EE | $5,247 | $4,558+15.1% | $6,419-18.3% | $2,241+134.1% |
| Participant deferral / active EE | $7,714 | $7,213+7.0% | $9,331-17.3% | $3,767+104.8% |
| Admin fee / account holder | $1 | $2,405-99.9% | $16,305-100.0% | $2,969-100.0% |