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 | $88,773 | $96,018-7.5% | $65,493+35.5% | $85,563+3.8% |
| Participation rate | 99.3% | 74.8%+24.5pp | 73.1%+26.3pp | 66.0%+33.4pp |
| Annual return | 14.82% | 14.51%+0.3pp | 982.45%-967.6pp | 31.51%-16.7pp |
| Employer contribution / active EE | $3,076 | $3,235-4.9% | $2,574+19.5% | $2,654+15.9% |
| Participant deferral / active EE | $5,217 | $4,055+28.7% | $3,961+31.7% | $4,375+19.2% |
| Admin fee / account holder | $112 | $271-58.7% | $5,028-97.8% | $834-86.6% |