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 | $66,819 | $61,156+9.3% | $185,823-64.0% | $79,386-15.8% |
| Participation rate | 99.3% | 66.6%+32.7pp | 81.7%+17.6pp | 70.7%+28.6pp |
| Annual return | 14.68% | 19.45%-4.8pp | 122.05%-107.4pp | 116.85%-102.2pp |
| Employer contribution / active EE | $6,354 | $2,321+173.8% | $5,167+23.0% | $2,427+161.8% |
| Participant deferral / active EE | $4,727 | $2,789+69.5% | $5,568-15.1% | $4,046+16.9% |
| Admin fee / account holder | $201 | $710-71.7% | $16,237-98.8% | $626-68.0% |