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 | $135,164 | $74,024+82.6% | $77,999+73.3% | $57,658+134.4% |
| Participation rate | 100.0% | 79.7%+20.3pp | 75.5%+24.5pp | 70.2%+29.8pp |
| Annual return | 8.52% | 12.14%-3.6pp | 425.96%-417.4pp | 5.13%+3.4pp |
| Employer contribution / active EE | $5,109 | $2,365+116.0% | $2,470+106.9% | $1,974+158.9% |
| Participant deferral / active EE | $3,737 | $3,533+5.8% | $3,497+6.9% | $3,061+22.1% |
| Admin fee / account holder | $12 | $93-87.4% | $5,480-99.8% | $95-87.6% |