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 | $134,987 | $46,553+190.0% | $64,056+110.7% | $75,163+79.6% |
| Participation rate | 88.0% | 65.9%+22.1pp | 72.3%+15.7pp | 67.2%+20.8pp |
| Annual return | 12.36% | 26.03%-13.7pp | 33.69%-21.3pp | 160.62%-148.3pp |
| Employer contribution / active EE | $5,785 | $1,974+193.1% | $2,747+110.6% | $2,670+116.7% |
| Participant deferral / active EE | $2,534 | $2,837-10.7% | $3,880-34.7% | $4,125-38.6% |
| Admin fee / account holder | $3 | $2,952-99.9% | $3,068-99.9% | $5,651-99.9% |