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 4-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 | $96,485 | $46,553+107.3% | $64,056+50.6% | $75,163+28.4% |
| Participation rate | 100.0% | 65.9%+34.1pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 17.94% | 26.03%-8.1pp | 33.69%-15.8pp | 160.62%-142.7pp |
| Employer contribution / active EE | $3,201 | $1,974+62.2% | $2,747+16.5% | $2,670+19.9% |
| Participant deferral / active EE | $6,777 | $2,837+138.9% | $3,880+74.7% | $4,125+64.3% |
| Admin fee / account holder | $15 | $2,952-99.5% | $3,068-99.5% | $5,651-99.7% |