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 | $186,236 | $136,307+36.6% | $177,821+4.7% | $73,488+153.4% |
| Participation rate | 94.6% | 86.1%+8.5pp | 87.7%+6.9pp | 70.7%+23.9pp |
| Annual return | 19.09% | 18.68%+0.4pp | 48.32%-29.2pp | 28.51%-9.4pp |
| Employer contribution / active EE | $3,835 | $3,712+3.3% | $5,918-35.2% | $2,270+68.9% |
| Participant deferral / active EE | $13,941 | $5,829+139.2% | $7,714+80.7% | $3,740+272.8% |
| Admin fee / account holder | $208 | $596-65.0% | $12,427-98.3% | $513-59.4% |