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 | $114,693 | $43,423+164.1% | $78,689+45.8% | $55,167+107.9% |
| Participation rate | 77.4% | 68.0%+9.3pp | 73.6%+3.8pp | 69.0%+8.4pp |
| Annual return | 7.46% | 11.53%-4.1pp | 62.18%-54.7pp | 169.23%-161.8pp |
| Employer contribution / active EE | $2,135 | $1,997+6.9% | $2,851-25.1% | $1,963+8.8% |
| Participant deferral / active EE | $3,397 | $2,509+35.4% | $3,517-3.4% | $3,054+11.2% |
| Admin fee / account holder | $13 | $416-96.8% | $4,510-99.7% | $504-97.4% |