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 9-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 | $91,955 | $61,156+50.4% | $185,823-50.5% | $79,386+15.8% |
| Participation rate | 80.0% | 66.6%+13.4pp | 81.7%-1.7pp | 70.7%+9.3pp |
| Annual return | 16.39% | 19.45%-3.1pp | 122.05%-105.7pp | 116.85%-100.5pp |
| Employer contribution / active EE | $5,379 | $2,321+131.8% | $5,167+4.1% | $2,427+121.6% |
| Participant deferral / active EE | $4,290 | $2,789+53.8% | $5,568-23.0% | $4,046+6.0% |
| Admin fee / account holder | $146 | $710-79.4% | $16,237-99.1% | $626-76.7% |