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 | $144,678 | $110,760+30.6% | $162,163-10.8% | $82,204+76.0% |
| Participation rate | 96.1% | 92.7%+3.4pp | 87.6%+8.5pp | 73.4%+22.7pp |
| Annual return | 22.95% | 22.97%0pp | 115.59%-92.6pp | 26.31%-3.4pp |
| Employer contribution / active EE | $3,386 | $4,437-23.7% | $5,614-39.7% | $2,707+25.1% |
| Participant deferral / active EE | $8,939 | $6,652+34.4% | $7,298+22.5% | $4,246+110.5% |
| Admin fee / account holder | $64 | $65-1.3% | $10,843-99.4% | $76-15.0% |