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 | $95,969 | $94,833+1.2% | $75,696+26.8% | $86,799+10.6% |
| Participation rate | 77.1% | 79.1%-2.0pp | 74.8%+2.3pp | 72.3%+4.8pp |
| Annual return | 29.14% | 16.91%+12.2pp | 104.53%-75.4pp | 97.91%-68.8pp |
| Employer contribution / active EE | $4,500 | $2,904+54.9% | $2,743+64.1% | $2,405+87.1% |
| Participant deferral / active EE | $4,430 | $3,632+22.0% | $3,821+15.9% | $4,131+7.2% |
| Admin fee / account holder | $0 | $109-100.0% | $3,619-100.0% | $170-100.0% |