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 9-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 | $77,855 | $91,621-15.0% | $67,511+15.3% | $77,671+0.2% |
| Participation rate | 99.7% | 76.0%+23.7pp | 72.9%+26.8pp | 70.6%+29.1pp |
| Annual return | 13.69% | 14.87%-1.2pp | 3517.41%-3503.7pp | 31.21%-17.5pp |
| Employer contribution / active EE | $2,881 | $3,184-9.5% | $2,733+5.4% | $2,726+5.7% |
| Participant deferral / active EE | $5,019 | $3,906+28.5% | $4,000+25.5% | $4,648+8.0% |
| Admin fee / account holder | $109 | $176-37.9% | $3,999-97.3% | $430-74.6% |