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 | $173,470 | $129,756+33.7% | $169,993+2.0% | $103,482+67.6% |
| Participation rate | 97.6% | 91.3%+6.3pp | 87.0%+10.6pp | 73.3%+24.3pp |
| Annual return | 20.28% | 20.17%+0.1pp | 53.37%-33.1pp | 33.11%-12.8pp |
| Employer contribution / active EE | $4,116 | $5,236-21.4% | $6,785-39.3% | $3,208+28.3% |
| Participant deferral / active EE | $11,158 | $8,283+34.7% | $10,408+7.2% | $5,207+114.3% |
| Admin fee / account holder | $49 | $73-33.0% | $12,815-99.6% | $114-57.2% |