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 | $184,664 | $136,780+35.0% | $189,513-2.6% | $101,517+81.9% |
| Participation rate | 97.0% | 90.9%+6.2pp | 87.8%+9.2pp | 74.6%+22.5pp |
| Annual return | 14.59% | 37.00%-22.4pp | 555.15%-540.6pp | 21.00%-6.4pp |
| Employer contribution / active EE | $3,790 | $4,857-22.0% | $6,162-38.5% | $2,973+27.5% |
| Participant deferral / active EE | $10,109 | $7,572+33.5% | $8,221+23.0% | $4,873+107.4% |
| Admin fee / account holder | $60 | $64-6.7% | $12,045-99.5% | $139-57.1% |