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 | $164,660 | $140,986+16.8% | $198,754-17.2% | $116,875+40.9% |
| Participation rate | 99.0% | 77.3%+21.7pp | 81.4%+17.5pp | 74.5%+24.4pp |
| Annual return | 17.20% | 18.14%-0.9pp | 4947.04%-4929.8pp | 16.29%+0.9pp |
| Employer contribution / active EE | $16,813 | $4,137+306.4% | $4,008+319.4% | $3,288+411.4% |
| Participant deferral / active EE | $0 | $3,620-100.0% | $4,138-100.0% | $3,885-100.0% |
| Admin fee / account holder | $22 | $11,748-99.8% | $12,082-99.8% | $12,263-99.8% |