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 | $96,261 | $93,571+2.9% | $135,903-29.2% | $75,163+28.1% |
| Participation rate | 83.6% | 75.2%+8.4pp | 81.9%+1.7pp | 67.2%+16.4pp |
| Annual return | 19.75% | 30.90%-11.1pp | 68.23%-48.5pp | 160.62%-140.9pp |
| Employer contribution / active EE | $2,761 | $3,537-21.9% | $4,856-43.1% | $2,670+3.4% |
| Participant deferral / active EE | $9,978 | $6,404+55.8% | $7,758+28.6% | $4,125+141.9% |
| Admin fee / account holder | $0 | $6,975-100.0% | $10,762-100.0% | $5,651-100.0% |