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 | $157,357 | $89,739+75.4% | $149,718+5.1% | $62,292+152.6% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 15.84% | 21.01%-5.2pp | 1501.63%-1485.8pp | 28.90%-13.1pp |
| Employer contribution / active EE | $6,273 | $3,233+94.0% | $5,445+15.2% | $2,042+207.2% |
| Participant deferral / active EE | $4,575 | $4,797-4.6% | $6,569-30.4% | $3,169+44.4% |
| Admin fee / account holder | $9 | $551-98.3% | $11,283-99.9% | $479-98.1% |