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 | $184,210 | $129,021+42.8% | $184,2030% | $77,643+137.3% |
| Participation rate | 91.7% | 87.3%+4.3pp | 86.8%+4.8pp | 70.6%+21.1pp |
| Annual return | 19.36% | 33.27%-13.9pp | 28.81%-9.5pp | 31.24%-11.9pp |
| Employer contribution / active EE | $5,072 | $4,413+14.9% | $6,427-21.1% | $2,726+86.1% |
| Participant deferral / active EE | $0 | $7,297-100.0% | $9,131-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $254-100.0% | $13,901-100.0% | $430-100.0% |