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 | $106,736 | $65,223+63.6% | $80,019+33.4% | $55,725+91.5% |
| Participation rate | 78.9% | 80.6%-1.6pp | 75.8%+3.1pp | 70.9%+8.1pp |
| Annual return | 1.17% | 7.59%-6.4pp | 11.22%-10.0pp | 244.93%-243.8pp |
| Employer contribution / active EE | $2,704 | $2,544+6.3% | $2,468+9.6% | $2,078+30.1% |
| Participant deferral / active EE | $6,269 | $3,881+61.5% | $3,686+70.1% | $3,356+86.8% |
| Admin fee / account holder | $0 | $114-100.0% | $6,521-100.0% | $115-100.0% |