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 9-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 | $121,057 | $76,050+59.2% | $96,544+25.4% | $71,457+69.4% |
| Participation rate | 99.1% | 74.4%+24.7pp | 76.0%+23.2pp | 67.9%+31.2pp |
| Annual return | 18.73% | 22.81%-4.1pp | 25.84%-7.1pp | 28.85%-10.1pp |
| Employer contribution / active EE | $1,316 | $2,244-41.4% | $2,965-55.6% | $2,588-49.2% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $15 | $2,707-99.5% | $8,252-99.8% | $1,587-99.1% |