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 | $131,027 | $104,317+25.6% | $159,436-17.8% | $86,799+51.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.8%+17.2pp | 72.3%+27.7pp |
| Annual return | 15.63% | 26.32%-10.7pp | 263.57%-247.9pp | 97.91%-82.3pp |
| Employer contribution / active EE | $3,231 | $3,451-6.4% | $4,829-33.1% | $2,405+34.3% |
| Participant deferral / active EE | $5,520 | $6,837-19.3% | $7,352-24.9% | $4,131+33.6% |
| Admin fee / account holder | $20 | $172-88.2% | $10,799-99.8% | $170-88.0% |