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 9-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 | $98,415 | $95,274+3.3% | $135,903-27.6% | $74,419+32.2% |
| Participation rate | 98.2% | 78.2%+20.0pp | 81.9%+16.3pp | 70.7%+27.5pp |
| Annual return | 20.38% | 32.77%-12.4pp | 68.23%-47.9pp | 34.38%-14.0pp |
| Employer contribution / active EE | $8,650 | $3,874+123.3% | $4,856+78.1% | $2,637+228.0% |
| Participant deferral / active EE | $12,970 | $7,782+66.7% | $7,758+67.2% | $4,528+186.4% |
| Admin fee / account holder | $3 | $266-98.9% | $10,762-100.0% | $348-99.1% |