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 | $104,795 | $65,557+59.9% | $64,056+63.6% | $71,457+46.7% |
| Participation rate | 99.5% | 73.2%+26.3pp | 72.3%+27.2pp | 67.9%+31.6pp |
| Annual return | 13.95% | 18.94%-5.0pp | 33.69%-19.7pp | 28.85%-14.9pp |
| Employer contribution / active EE | $3,723 | $2,669+39.5% | $2,747+35.5% | $2,588+43.9% |
| Participant deferral / active EE | $2,748 | $3,626-24.2% | $3,880-29.2% | $4,289-35.9% |
| Admin fee / account holder | $123 | $616-80.0% | $3,068-96.0% | $1,587-92.3% |