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 | $97,600 | $87,870+11.1% | $113,168-13.8% | $74,304+31.4% |
| Participation rate | 92.8% | 70.7%+22.1pp | 76.6%+16.2pp | 60.3%+32.5pp |
| Annual return | 17.50% | 26.44%-8.9pp | 24.27%-6.8pp | 29.43%-11.9pp |
| Employer contribution / active EE | $2,608 | $2,277+14.5% | $2,975-12.3% | $2,241+16.4% |
| Participant deferral / active EE | $5,394 | $4,241+27.2% | $5,107+5.6% | $3,767+43.2% |
| Admin fee / account holder | $13 | $3,368-99.6% | $12,068-99.9% | $2,969-99.6% |