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 | $60,822 | $51,244+18.7% | $80,975-24.9% | $55,167+10.3% |
| Participation rate | 86.4% | 71.7%+14.7pp | 75.8%+10.6pp | 69.0%+17.4pp |
| Annual return | 8.44% | 17.39%-9.0pp | 17.10%-8.7pp | 169.23%-160.8pp |
| Employer contribution / active EE | $3,455 | $1,770+95.2% | $3,714-7.0% | $1,963+76.0% |
| Participant deferral / active EE | $3,696 | $4,418-16.3% | $5,696-35.1% | $3,054+21.0% |
| Admin fee / account holder | $16 | $398-96.0% | $5,516-99.7% | $504-96.8% |