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 6-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 | $49,342 | $71,516-31.0% | $98,439-49.9% | $71,457-30.9% |
| Participation rate | 88.5% | 72.7%+15.8pp | 75.2%+13.4pp | 67.9%+20.6pp |
| Annual return | 19.78% | 32.41%-12.6pp | 21.16%-1.4pp | 28.85%-9.1pp |
| Employer contribution / active EE | $3,266 | $2,399+36.1% | $3,048+7.1% | $2,588+26.2% |
| Participant deferral / active EE | $3,052 | $4,109-25.7% | $4,738-35.6% | $4,289-28.8% |
| Admin fee / account holder | $0 | $1,675-100.0% | $8,948-100.0% | $1,587-100.0% |