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 | $118,253 | $81,248+45.5% | $155,509-24.0% | $80,856+46.3% |
| Participation rate | 98.9% | 66.2%+32.6pp | 78.2%+20.7pp | 67.6%+31.2pp |
| Annual return | 11.25% | 33.31%-22.1pp | 64.67%-53.4pp | 35.59%-24.3pp |
| Employer contribution / active EE | $3,913 | $3,100+26.2% | $4,672-16.2% | $2,755+42.1% |
| Participant deferral / active EE | $6,596 | $3,452+91.1% | $5,626+17.2% | $4,296+53.5% |
| Admin fee / account holder | $107 | $7,997-98.7% | $15,912-99.3% | $6,918-98.5% |