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 | $194,528 | $122,186+59.2% | $146,958+32.4% | $199,593-2.5% |
| Participation rate | 75.3% | 78.3%-3.0pp | 82.2%-6.9pp | 72.0%+3.3pp |
| Annual return | 26.08% | 30.56%-4.5pp | 418.34%-392.3pp | 34.25%-8.2pp |
| Employer contribution / active EE | $1,987 | $4,093-51.4% | $4,933-59.7% | $3,034-34.5% |
| Participant deferral / active EE | $0 | $8,502-100.0% | $8,070-100.0% | $5,087-100.0% |
| Admin fee / account holder | $2 | $179-98.9% | $12,998-100.0% | $269-99.3% |