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 | $99,546 | $94,833+5.0% | $75,696+31.5% | $86,799+14.7% |
| Participation rate | 94.8% | 79.1%+15.7pp | 74.8%+20.0pp | 72.3%+22.5pp |
| Annual return | 13.27% | 16.91%-3.6pp | 104.53%-91.3pp | 97.91%-84.6pp |
| Employer contribution / active EE | $1,894 | $2,904-34.8% | $2,743-31.0% | $2,405-21.3% |
| Participant deferral / active EE | $2,213 | $3,632-39.1% | $3,821-42.1% | $4,131-46.4% |
| Admin fee / account holder | $0 | $109-100.0% | $3,619-100.0% | $170-100.0% |