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 | $102,582 | $48,230+112.7% | $67,502+52.0% | $80,856+26.9% |
| Participation rate | 89.3% | 66.4%+23.0pp | 72.9%+16.5pp | 67.6%+21.7pp |
| Annual return | 15.97% | 18.28%-2.3pp | 3512.12%-3496.2pp | 35.59%-19.6pp |
| Employer contribution / active EE | $6,259 | $2,020+209.9% | $2,731+129.2% | $2,755+127.2% |
| Participant deferral / active EE | $3,414 | $2,924+16.8% | $4,000-14.7% | $4,296-20.5% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |