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 | $83,135 | $74,706+11.3% | $75,696+9.8% | $79,386+4.7% |
| Participation rate | 87.8% | 75.3%+12.4pp | 74.8%+12.9pp | 70.7%+17.1pp |
| Annual return | 15.30% | 18.52%-3.2pp | 104.53%-89.2pp | 116.85%-101.5pp |
| Employer contribution / active EE | $2,739 | $2,590+5.7% | $2,743-0.1% | $2,427+12.8% |
| Participant deferral / active EE | $5,050 | $3,533+42.9% | $3,821+32.2% | $4,046+24.8% |
| Admin fee / account holder | $212 | $374-43.4% | $3,619-94.1% | $626-66.1% |