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 | $64,165 | $67,984-5.6% | $65,493-2.0% | $74,304-13.6% |
| Participation rate | 99.4% | 66.3%+33.1pp | 73.1%+26.3pp | 60.3%+39.0pp |
| Annual return | 14.47% | 19.87%-5.4pp | 982.45%-968.0pp | 29.43%-15.0pp |
| Employer contribution / active EE | $5,256 | $2,491+111.0% | $2,574+104.2% | $2,241+134.5% |
| Participant deferral / active EE | $8,142 | $3,346+143.3% | $3,961+105.6% | $3,767+116.1% |
| Admin fee / account holder | $111 | $1,373-91.9% | $5,028-97.8% | $2,969-96.3% |