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 | $71,712 | $61,156+17.3% | $185,823-61.4% | $79,386-9.7% |
| Participation rate | 83.2% | 66.6%+16.6pp | 81.7%+1.5pp | 70.7%+12.5pp |
| Annual return | 38.02% | 19.45%+18.6pp | 122.05%-84.0pp | 116.85%-78.8pp |
| Employer contribution / active EE | $2,908 | $2,321+25.3% | $5,167-43.7% | $2,427+19.8% |
| Participant deferral / active EE | $3,358 | $2,789+20.4% | $5,568-39.7% | $4,046-17.0% |
| Admin fee / account holder | $12 | $710-98.3% | $16,237-99.9% | $626-98.1% |