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 | $170,395 | $91,407+86.4% | $135,903+25.4% | $71,457+138.5% |
| Participation rate | 97.3% | 75.7%+21.6pp | 81.9%+15.4pp | 67.9%+29.3pp |
| Annual return | 20.80% | 29.90%-9.1pp | 68.23%-47.4pp | 28.85%-8.0pp |
| Employer contribution / active EE | $3,342 | $3,703-9.8% | $4,856-31.2% | $2,588+29.1% |
| Participant deferral / active EE | $11,103 | $7,092+56.6% | $7,758+43.1% | $4,289+158.9% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,762-100.0% | $1,587-100.0% |