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 | $94,984 | $48,795+94.7% | $65,493+45.0% | $84,808+12.0% |
| Participation rate | 100.0% | 67.0%+33.0pp | 73.1%+26.9pp | 68.3%+31.7pp |
| Annual return | 12.30% | 20.20%-7.9pp | 982.45%-970.1pp | 40.90%-28.6pp |
| Employer contribution / active EE | $2,812 | $1,930+45.7% | $2,574+9.2% | $2,631+6.9% |
| Participant deferral / active EE | $6,043 | $2,928+106.4% | $3,961+52.6% | $4,212+43.5% |
| Admin fee / account holder | $181 | $3,877-95.3% | $5,028-96.4% | $7,344-97.5% |