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 | $191,919 | $71,050+170.1% | $93,606+105.0% | $80,856+137.4% |
| Participation rate | 95.8% | 60.4%+35.4pp | 68.7%+27.1pp | 67.6%+28.2pp |
| Annual return | 11.14% | 11.26%-0.1pp | 133.20%-122.1pp | 35.59%-24.5pp |
| Employer contribution / active EE | $3,629 | $1,564+132.1% | $2,420+50.0% | $2,755+31.7% |
| Participant deferral / active EE | $4,687 | $4,034+16.2% | $4,411+6.3% | $4,296+9.1% |
| Admin fee / account holder | $50 | $6,945-99.3% | $8,285-99.4% | $6,918-99.3% |