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 | $100,534 | $86,225+16.6% | $146,665-31.5% | $86,799+15.8% |
| Participation rate | 98.3% | 78.0%+20.3pp | 80.1%+18.2pp | 72.3%+26.0pp |
| Annual return | 15.38% | 31.23%-15.8pp | 22.74%-7.4pp | 97.91%-82.5pp |
| Employer contribution / active EE | $4,206 | $2,392+75.8% | $4,136+1.7% | $2,405+74.8% |
| Participant deferral / active EE | $5,831 | $4,245+37.4% | $5,506+5.9% | $4,131+41.2% |
| Admin fee / account holder | $16 | $195-91.7% | $10,280-99.8% | $170-90.5% |