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 | $101,575 | $130,194-22.0% | $169,993-40.2% | $71,457+42.1% |
| Participation rate | 98.1% | 86.1%+12.0pp | 87.0%+11.1pp | 67.9%+30.2pp |
| Annual return | 16.40% | 20.37%-4.0pp | 53.37%-37.0pp | 28.85%-12.5pp |
| Employer contribution / active EE | $5,213 | $4,381+19.0% | $6,785-23.2% | $2,588+101.5% |
| Participant deferral / active EE | $7,606 | $6,923+9.9% | $10,408-26.9% | $4,289+77.3% |
| Admin fee / account holder | $167 | $966-82.8% | $12,815-98.7% | $1,587-89.5% |