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 | $192,703 | $104,475+84.4% | $159,436+20.9% | $79,386+142.7% |
| Participation rate | 94.2% | 76.6%+17.6pp | 82.8%+11.4pp | 70.7%+23.5pp |
| Annual return | 15.13% | 67.95%-52.8pp | 263.57%-248.4pp | 116.85%-101.7pp |
| Employer contribution / active EE | $7,632 | $3,417+123.4% | $4,829+58.0% | $2,427+214.4% |
| Participant deferral / active EE | $12,042 | $6,467+86.2% | $7,352+63.8% | $4,046+197.7% |
| Admin fee / account holder | $20 | $711-97.2% | $10,799-99.8% | $626-96.8% |