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 | $132,181 | $84,556+56.3% | $116,228+13.7% | $74,304+77.9% |
| Participation rate | 74.4% | 66.0%+8.4pp | 74.6%-0.1pp | 60.3%+14.1pp |
| Annual return | 13.63% | 18.35%-4.7pp | 90.06%-76.4pp | 29.43%-15.8pp |
| Employer contribution / active EE | $6,543 | $2,168+201.8% | $2,994+118.5% | $2,241+191.9% |
| Participant deferral / active EE | $0 | $3,814-100.0% | $4,953-100.0% | $3,767-100.0% |
| Admin fee / account holder | $129 | $3,792-96.6% | $11,989-98.9% | $2,969-95.7% |