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 | $146,421 | $130,194+12.5% | $169,993-13.9% | $71,457+104.9% |
| Participation rate | 91.6% | 86.1%+5.5pp | 87.0%+4.6pp | 67.9%+23.7pp |
| Annual return | 22.27% | 20.37%+1.9pp | 53.37%-31.1pp | 28.85%-6.6pp |
| Employer contribution / active EE | $3,574 | $4,381-18.4% | $6,785-47.3% | $2,588+38.1% |
| Participant deferral / active EE | $17,429 | $6,923+151.8% | $10,408+67.5% | $4,289+306.4% |
| Admin fee / account holder | $30 | $966-96.9% | $12,815-99.8% | $1,587-98.1% |