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 | $61,822 | $33,067+87.0% | $76,523-19.2% | $56,287+9.8% |
| Participation rate | 86.3% | 55.4%+31.0pp | 68.0%+18.3pp | 69.9%+16.5pp |
| Annual return | 14.20% | 2.72%+11.5pp | -0.27%+14.5pp | -9.96%+24.2pp |
| Employer contribution / active EE | $1,895 | $1,200+57.9% | $2,647-28.4% | $2,111-10.2% |
| Participant deferral / active EE | $0 | $2,240-100.0% | $3,835-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $4,848-100.0% | $521-100.0% |