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 | $177,901 | $96,458+84.4% | $136,294+30.5% | $77,958+128.2% |
| Participation rate | 77.3% | 75.4%+1.9pp | 81.9%-4.7pp | 71.6%+5.6pp |
| Annual return | 21.33% | 23.78%-2.4pp | 5155.94%-5134.6pp | 20.87%+0.5pp |
| Employer contribution / active EE | $4,697 | $3,144+49.4% | $4,6950% | $2,310+103.3% |
| Participant deferral / active EE | $8,959 | $5,902+51.8% | $6,247+43.4% | $3,537+153.3% |
| Admin fee / account holder | $0 | $80-100.0% | $9,243-100.0% | $97-100.0% |