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 | $75,573 | $51,315+47.3% | $95,745-21.1% | $71,457+5.8% |
| Participation rate | 99.2% | 63.0%+36.1pp | 72.3%+26.9pp | 67.9%+31.2pp |
| Annual return | 15.11% | 25.26%-10.2pp | 28.35%-13.2pp | 28.85%-13.7pp |
| Employer contribution / active EE | $3,113 | $1,819+71.1% | $2,835+9.8% | $2,588+20.3% |
| Participant deferral / active EE | $3,585 | $3,358+6.8% | $4,245-15.5% | $4,289-16.4% |
| Admin fee / account holder | $215 | $1,137-81.1% | $5,678-96.2% | $1,587-86.5% |