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 | $76,639 | $71,516+7.2% | $98,439-22.1% | $71,457+7.3% |
| Participation rate | 86.0% | 72.7%+13.3pp | 75.2%+10.8pp | 67.9%+18.0pp |
| Annual return | 17.94% | 32.41%-14.5pp | 21.16%-3.2pp | 28.85%-10.9pp |
| Employer contribution / active EE | $3,555 | $2,399+48.2% | $3,048+16.6% | $2,588+37.4% |
| Participant deferral / active EE | $5,870 | $4,109+42.9% | $4,738+23.9% | $4,289+36.9% |
| Admin fee / account holder | $169 | $1,675-89.9% | $8,948-98.1% | $1,587-89.3% |