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 | $112,645 | $96,458+16.8% | $136,294-17.4% | $77,958+44.5% |
| Participation rate | 92.5% | 75.4%+17.1pp | 81.9%+10.6pp | 71.6%+20.8pp |
| Annual return | 18.20% | 23.78%-5.6pp | 5155.94%-5137.7pp | 20.87%-2.7pp |
| Employer contribution / active EE | $3,497 | $3,144+11.2% | $4,695-25.5% | $2,310+51.4% |
| Participant deferral / active EE | $3,325 | $5,902-43.7% | $6,247-46.8% | $3,537-6.0% |
| Admin fee / account holder | $0 | $80-100.0% | $9,243-100.0% | $97-100.0% |