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 | $149,243 | $81,460+83.2% | $103,333+44.4% | $80,856+84.6% |
| Participation rate | 90.4% | 66.8%+23.6pp | 74.5%+15.9pp | 67.6%+22.8pp |
| Annual return | 12.10% | 25.55%-13.4pp | 24.88%-12.8pp | 35.59%-23.5pp |
| Employer contribution / active EE | $10,700 | $3,105+244.6% | $3,868+176.6% | $2,755+288.4% |
| Participant deferral / active EE | $3,949 | $3,869+2.1% | $5,057-21.9% | $4,296-8.1% |
| Admin fee / account holder | $30 | $6,566-99.5% | $8,355-99.6% | $6,918-99.6% |