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 | $195,298 | $122,239+59.8% | $184,203+6.0% | $74,495+162.2% |
| Participation rate | 82.0% | 85.5%-3.4pp | 86.8%-4.8pp | 67.2%+14.8pp |
| Annual return | 14.75% | 19.95%-5.2pp | 28.81%-14.1pp | 1364.94%-1350.2pp |
| Employer contribution / active EE | $0 | $4,537-100.0% | $6,427-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $17,983 | $7,139+151.9% | $9,131+96.9% | $4,346+313.8% |
| Admin fee / account holder | $12 | $1,260-99.1% | $13,901-99.9% | $1,942-99.4% |