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 | $202,908 | $91,407+122.0% | $135,903+49.3% | $71,457+184.0% |
| Participation rate | 93.1% | 75.7%+17.5pp | 81.9%+11.2pp | 67.9%+25.2pp |
| Annual return | 20.32% | 29.90%-9.6pp | 68.23%-47.9pp | 28.85%-8.5pp |
| Employer contribution / active EE | $7,228 | $3,703+95.2% | $4,856+48.9% | $2,588+179.3% |
| Participant deferral / active EE | $9,215 | $7,092+29.9% | $7,758+18.8% | $4,289+114.9% |
| Admin fee / account holder | $56 | $1,266-95.6% | $10,762-99.5% | $1,587-96.5% |