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 | $83,085 | $61,156+35.9% | $185,823-55.3% | $79,386+4.7% |
| Participation rate | 91.7% | 66.6%+25.0pp | 81.7%+10.0pp | 70.7%+21.0pp |
| Annual return | 56.86% | 19.45%+37.4pp | 122.05%-65.2pp | 116.85%-60.0pp |
| Employer contribution / active EE | $3,954 | $2,321+70.4% | $5,167-23.5% | $2,427+62.9% |
| Participant deferral / active EE | $5,338 | $2,789+91.4% | $5,568-4.1% | $4,046+31.9% |
| Admin fee / account holder | $271 | $710-61.8% | $16,237-98.3% | $626-56.7% |