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 | $129,173 | $100,923+28.0% | $150,045-13.9% | $74,304+73.8% |
| Participation rate | 91.2% | 70.1%+21.1pp | 82.3%+8.9pp | 60.3%+30.8pp |
| Annual return | 17.44% | 51.77%-34.3pp | 62.55%-45.1pp | 29.43%-12.0pp |
| Employer contribution / active EE | $3,197 | $3,463-7.7% | $4,693-31.9% | $2,241+42.7% |
| Participant deferral / active EE | $7,614 | $6,709+13.5% | $7,997-4.8% | $3,767+102.1% |
| Admin fee / account holder | $9 | $2,767-99.7% | $13,435-99.9% | $2,969-99.7% |