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 | $208,686 | $81,908+154.8% | $90,749+130.0% | $64,808+222.0% |
| Participation rate | 98.4% | 80.5%+18.0pp | 75.7%+22.7pp | 71.5%+27.0pp |
| Annual return | -13.93% | -12.53%-1.4pp | -12.16%-1.8pp | 32.82%-46.8pp |
| Employer contribution / active EE | $3,707 | $3,065+21.0% | $2,921+26.9% | $2,506+47.9% |
| Participant deferral / active EE | $10,055 | $4,840+107.7% | $4,564+120.3% | $4,310+133.3% |
| Admin fee / account holder | $11 | $157-93.1% | $8,445-99.9% | $188-94.2% |