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 | $85,214 | $60,776+40.2% | $85,682-0.5% | $79,386+7.3% |
| Participation rate | 98.3% | 62.1%+36.2pp | 69.9%+28.4pp | 70.7%+27.6pp |
| Annual return | 21.29% | 16.57%+4.7pp | 21.49%-0.2pp | 116.85%-95.6pp |
| Employer contribution / active EE | $5,218 | $1,663+213.7% | $2,618+99.3% | $2,427+115.0% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,923-100.0% | $4,046-100.0% |
| Admin fee / account holder | $8 | $438-98.3% | $6,873-99.9% | $626-98.8% |