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 | $146,225 | $48,230+203.2% | $67,502+116.6% | $80,856+80.8% |
| Participation rate | 98.5% | 66.4%+32.2pp | 72.9%+25.7pp | 67.6%+30.9pp |
| Annual return | 12.15% | 18.28%-6.1pp | 3512.12%-3500.0pp | 35.59%-23.4pp |
| Employer contribution / active EE | $6,329 | $2,020+213.4% | $2,731+131.8% | $2,755+129.7% |
| Participant deferral / active EE | $2,859 | $2,924-2.2% | $4,000-28.5% | $4,296-33.4% |
| Admin fee / account holder | $9 | $3,681-99.8% | $3,998-99.8% | $6,918-99.9% |