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 | $71,998 | $65,322+10.2% | $70,449+2.2% | $73,488-2.0% |
| Participation rate | 86.0% | 77.0%+9.1pp | 75.1%+11.0pp | 70.7%+15.3pp |
| Annual return | 15.76% | 15.71%0pp | 109.03%-93.3pp | 28.51%-12.8pp |
| Employer contribution / active EE | $2,519 | $2,460+2.4% | $2,737-7.9% | $2,270+11.0% |
| Participant deferral / active EE | $4,038 | $3,375+19.7% | $3,709+8.9% | $3,740+8.0% |
| Admin fee / account holder | $157 | $214-26.4% | $3,845-95.9% | $513-69.3% |