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 | $119,755 | $76,670+56.2% | $96,683+23.9% | $71,457+67.6% |
| Participation rate | 98.4% | 66.6%+31.9pp | 74.3%+24.1pp | 67.9%+30.5pp |
| Annual return | 19.63% | 48.29%-28.7pp | 35.69%-16.1pp | 28.85%-9.2pp |
| Employer contribution / active EE | $7,369 | $3,031+143.1% | $3,737+97.2% | $2,588+184.8% |
| Participant deferral / active EE | $8,689 | $3,771+130.4% | $4,878+78.1% | $4,289+102.6% |
| Admin fee / account holder | $4 | $2,028-99.8% | $6,730-99.9% | $1,587-99.8% |