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 9-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 | $56,258 | $71,050-20.8% | $93,606-39.9% | $80,856-30.4% |
| Participation rate | 95.6% | 60.4%+35.1pp | 68.7%+26.8pp | 67.6%+27.9pp |
| Annual return | 14.55% | 11.26%+3.3pp | 133.20%-118.6pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,702 | $1,564+8.9% | $2,420-29.7% | $2,755-38.2% |
| Participant deferral / active EE | $4,264 | $4,034+5.7% | $4,411-3.3% | $4,296-0.7% |
| Admin fee / account holder | $141 | $6,945-98.0% | $8,285-98.3% | $6,918-98.0% |