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 | $169,794 | $77,899+118.0% | $149,673+13.4% | $75,163+125.9% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 16.47% | 31.72%-15.2pp | 134.42%-117.9pp | 160.62%-144.1pp |
| Employer contribution / active EE | $4,776 | $3,137+52.2% | $4,818-0.9% | $2,670+78.9% |
| Participant deferral / active EE | $10,688 | $3,411+213.3% | $5,680+88.2% | $4,125+159.1% |
| Admin fee / account holder | $99 | $5,956-98.3% | $13,210-99.2% | $5,651-98.2% |