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 | $128,970 | $73,102+76.4% | $123,544+4.4% | $56,287+129.1% |
| Participation rate | 99.3% | 74.3%+25.0pp | 82.3%+17.0pp | 69.9%+29.4pp |
| Annual return | 25.13% | 3.01%+22.1pp | 119.20%-94.1pp | -9.96%+35.1pp |
| Employer contribution / active EE | $5,344 | $2,977+79.5% | $4,628+15.5% | $2,111+153.1% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $13 | $554-97.7% | $9,284-99.9% | $521-97.6% |