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 | $160,501 | $65,592+144.7% | $90,160+78.0% | $69,631+130.5% |
| Participation rate | 73.8% | 77.6%-3.8pp | 76.9%-3.1pp | 70.7%+3.1pp |
| Annual return | 17.10% | 57.10%-40.0pp | 34.88%-17.8pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,318-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $5,517 | $5,257+4.9% | $5,288+4.3% | $3,224+71.1% |
| Admin fee / account holder | $1 | $86-98.9% | $5,943-100.0% | $110-99.2% |