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 | $89,040 | $91,407-2.6% | $135,903-34.5% | $71,457+24.6% |
| Participation rate | 98.2% | 75.7%+22.6pp | 81.9%+16.3pp | 67.9%+30.3pp |
| Annual return | 20.17% | 29.90%-9.7pp | 68.23%-48.1pp | 28.85%-8.7pp |
| Employer contribution / active EE | $7,837 | $3,703+111.6% | $4,856+61.4% | $2,588+202.9% |
| Participant deferral / active EE | $6,118 | $7,092-13.7% | $7,758-21.1% | $4,289+42.6% |
| Admin fee / account holder | $4 | $1,266-99.7% | $10,762-100.0% | $1,587-99.7% |