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 | $207,427 | $85,635+142.2% | $123,892+67.4% | $63,975+224.2% |
| Participation rate | 96.4% | 74.9%+21.5pp | 81.4%+15.0pp | 71.1%+25.3pp |
| Annual return | 10.43% | 15.74%-5.3pp | 47.52%-37.1pp | 48.65%-38.2pp |
| Employer contribution / active EE | $4,349 | $3,076+41.4% | $4,617-5.8% | $2,182+99.3% |
| Participant deferral / active EE | $12,450 | $5,667+119.7% | $5,984+108.0% | $3,356+270.9% |
| Admin fee / account holder | $51 | $75-32.0% | $8,357-99.4% | $70-27.6% |