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 | $154,437 | $85,635+80.3% | $123,892+24.7% | $63,975+141.4% |
| Participation rate | 73.4% | 74.9%-1.6pp | 81.4%-8.0pp | 71.1%+2.2pp |
| Annual return | 7.57% | 15.74%-8.2pp | 47.52%-40.0pp | 48.65%-41.1pp |
| Employer contribution / active EE | $4,734 | $3,076+53.9% | $4,617+2.5% | $2,182+117.0% |
| Participant deferral / active EE | $8,244 | $5,667+45.5% | $5,984+37.8% | $3,356+145.6% |
| Admin fee / account holder | $0 | $75-100.0% | $8,357-100.0% | $70-100.0% |