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 | $133,260 | $101,523+31.3% | $141,162-5.6% | $77,787+71.3% |
| Participation rate | 89.1% | 77.4%+11.7pp | 82.5%+6.6pp | 73.2%+15.8pp |
| Annual return | 21.95% | 56.22%-34.3pp | 71.39%-49.4pp | 32.57%-10.6pp |
| Employer contribution / active EE | $3,909 | $3,341+17.0% | $4,735-17.4% | $2,504+56.1% |
| Participant deferral / active EE | $3,241 | $6,434-49.6% | $6,709-51.7% | $3,967-18.3% |
| Admin fee / account holder | $0 | $92-100.0% | $10,261-100.0% | $100-100.0% |