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 | $161,973 | $89,753+80.5% | $107,525+50.6% | $84,808+91.0% |
| Participation rate | 97.4% | 68.1%+29.4pp | 75.1%+22.4pp | 68.3%+29.1pp |
| Annual return | 16.30% | 29.48%-13.2pp | 181.32%-165.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $13,229 | $3,113+324.9% | $3,754+252.4% | $2,631+402.8% |
| Participant deferral / active EE | $4,138 | $4,056+2.0% | $5,116-19.1% | $4,212-1.7% |
| Admin fee / account holder | $36 | $7,222-99.5% | $8,919-99.6% | $7,344-99.5% |