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 | $102,366 | $61,272+67.1% | $149,673-31.6% | $71,457+43.3% |
| Participation rate | 80.8% | 62.5%+18.3pp | 78.8%+2.1pp | 67.9%+12.9pp |
| Annual return | 15.93% | 35.85%-19.9pp | 134.42%-118.5pp | 28.85%-12.9pp |
| Employer contribution / active EE | $7,220 | $2,378+203.5% | $4,818+49.9% | $2,588+179.0% |
| Participant deferral / active EE | $4,944 | $2,917+69.5% | $5,680-13.0% | $4,289+15.3% |
| Admin fee / account holder | $110 | $1,261-91.3% | $13,210-99.2% | $1,587-93.1% |