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 | $73,732 | $59,535+23.8% | $90,160-18.2% | $62,292+18.4% |
| Participation rate | 88.1% | 73.0%+15.0pp | 76.9%+11.2pp | 69.5%+18.6pp |
| Annual return | 18.64% | 23.53%-4.9pp | 34.88%-16.2pp | 28.90%-10.3pp |
| Employer contribution / active EE | $3,822 | $1,826+109.3% | $3,318+15.2% | $2,042+87.1% |
| Participant deferral / active EE | $4,411 | $4,639-4.9% | $5,288-16.6% | $3,169+39.2% |
| Admin fee / account holder | $0 | $337-99.9% | $5,943-100.0% | $479-99.9% |