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 | $138,581 | $50,637+173.7% | $86,590+60.0% | $62,292+122.5% |
| Participation rate | 72.2% | 67.9%+4.3pp | 73.5%-1.3pp | 69.5%+2.7pp |
| Annual return | 14.98% | 20.80%-5.8pp | 964.84%-949.9pp | 28.90%-13.9pp |
| Employer contribution / active EE | $2,118 | $2,075+2.1% | $2,839-25.4% | $2,042+3.7% |
| Participant deferral / active EE | $3,287 | $2,611+25.9% | $3,609-8.9% | $3,169+3.7% |
| Admin fee / account holder | -$94 | $413-122.8% | $4,906-101.9% | $479-119.7% |