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 | $159,600 | $80,138+99.2% | $130,231+22.6% | $71,457+123.4% |
| Participation rate | 94.0% | 71.0%+23.0pp | 76.3%+17.7pp | 67.9%+26.0pp |
| Annual return | 27.58% | 16.81%+10.8pp | 38.77%-11.2pp | 28.85%-1.3pp |
| Employer contribution / active EE | $30,062 | $2,834+960.7% | $4,126+628.6% | $2,588+1061.8% |
| Participant deferral / active EE | $12,108 | $4,641+160.9% | $6,799+78.1% | $4,289+182.3% |
| Admin fee / account holder | $171 | $1,035-83.5% | $6,020-97.2% | $1,587-89.2% |