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 5-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 | $219,277 | $145,877+50.3% | $150,045+46.1% | $102,872+113.2% |
| Participation rate | 97.5% | 79.8%+17.7pp | 82.3%+15.2pp | 73.0%+24.5pp |
| Annual return | 21.92% | 21.37%+0.6pp | 62.55%-40.6pp | 19.06%+2.9pp |
| Employer contribution / active EE | $4,140 | $4,710-12.1% | $4,693-11.8% | $3,526+17.4% |
| Participant deferral / active EE | $13,584 | $9,491+43.1% | $7,997+69.9% | $5,535+145.4% |
| Admin fee / account holder | $102 | $176-41.8% | $13,435-99.2% | $292-65.0% |