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 | $135,971 | $61,156+122.3% | $185,823-26.8% | $79,386+71.3% |
| Participation rate | 93.2% | 66.6%+26.6pp | 81.7%+11.5pp | 70.7%+22.5pp |
| Annual return | 13.38% | 19.45%-6.1pp | 122.05%-108.7pp | 116.85%-103.5pp |
| Employer contribution / active EE | $0 | $2,321-100.0% | $5,167-100.0% | $2,427-100.0% |
| Participant deferral / active EE | $10,327 | $2,789+270.3% | $5,568+85.5% | $4,046+155.3% |
| Admin fee / account holder | $61 | $710-91.4% | $16,237-99.6% | $626-90.2% |