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 | $192,735 | $122,239+57.7% | $184,203+4.6% | $74,495+158.7% |
| Participation rate | 92.5% | 85.5%+7.0pp | 86.8%+5.7pp | 67.2%+25.3pp |
| Annual return | 23.09% | 19.95%+3.1pp | 28.81%-5.7pp | 1364.94%-1341.9pp |
| Employer contribution / active EE | $3,478 | $4,537-23.4% | $6,427-45.9% | $2,623+32.6% |
| Participant deferral / active EE | $17,885 | $7,139+150.5% | $9,131+95.9% | $4,346+311.6% |
| Admin fee / account holder | $33 | $1,260-97.3% | $13,901-99.8% | $1,942-98.3% |