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 | $220,720 | $131,799+67.5% | $200,582+10.0% | $85,563+158.0% |
| Participation rate | 85.9% | 87.9%-2.1pp | 86.9%-1.0pp | 66.0%+19.9pp |
| Annual return | 21.34% | 21.59%-0.3pp | 42.33%-21.0pp | 31.51%-10.2pp |
| Employer contribution / active EE | $4,997 | $4,532+10.3% | $6,419-22.2% | $2,654+88.3% |
| Participant deferral / active EE | $0 | $7,702-100.0% | $9,331-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $235-100.0% | $16,305-100.0% | $834-100.0% |