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 | $87,301 | $55,453+57.4% | $170,442-48.8% | $62,292+40.1% |
| Participation rate | 99.6% | 66.4%+33.2pp | 83.6%+16.0pp | 69.5%+30.1pp |
| Annual return | 15.35% | 21.38%-6.0pp | 205.93%-190.6pp | 28.90%-13.5pp |
| Employer contribution / active EE | $4,954 | $2,164+129.0% | $5,433-8.8% | $2,042+142.6% |
| Participant deferral / active EE | $1,884 | $2,303-18.2% | $4,939-61.9% | $3,169-40.5% |
| Admin fee / account holder | $5 | $455-98.9% | $13,880-100.0% | $479-99.0% |