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 | $102,206 | $86,791+17.8% | $115,037-11.2% | $59,188+72.7% |
| Participation rate | 83.1% | 72.8%+10.3pp | 81.4%+1.8pp | 69.4%+13.7pp |
| Annual return | 2.05% | 4.44%-2.4pp | 26.14%-24.1pp | 5.51%-3.5pp |
| Employer contribution / active EE | $3,662 | $2,950+24.2% | $4,608-20.5% | $2,098+74.6% |
| Participant deferral / active EE | $2,722 | $5,298-48.6% | $6,026-54.8% | $3,265-16.6% |
| Admin fee / account holder | $0 | $95-100.0% | $8,175-100.0% | $92-100.0% |