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 | $173,387 | $122,602+41.4% | $177,821-2.5% | $93,223+86.0% |
| Participation rate | 96.8% | 91.3%+5.5pp | 87.7%+9.1pp | 74.9%+21.9pp |
| Annual return | 17.65% | 22.53%-4.9pp | 48.32%-30.7pp | 19.29%-1.6pp |
| Employer contribution / active EE | $3,648 | $4,338-15.9% | $5,918-38.4% | $2,680+36.1% |
| Participant deferral / active EE | $9,756 | $7,134+36.8% | $7,714+26.5% | $4,563+113.8% |
| Admin fee / account holder | $63 | $62+2.1% | $12,427-99.5% | $79-20.6% |