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 | $76,693 | $52,293+46.7% | $178,490-57.0% | $73,409+4.5% |
| Participation rate | 82.7% | 65.3%+17.3pp | 81.9%+0.8pp | 72.2%+10.5pp |
| Annual return | 20.38% | 34.75%-14.4pp | 151.07%-130.7pp | 59.29%-38.9pp |
| Employer contribution / active EE | $4,096 | $1,735+136.0% | $5,011-18.3% | $2,234+83.4% |
| Participant deferral / active EE | $5,662 | $2,332+142.8% | $5,202+8.9% | $3,805+48.8% |
| Admin fee / account holder | $144 | $127+13.3% | $13,984-99.0% | $158-8.6% |