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 | $73,754 | $89,652-17.7% | $141,162-47.8% | $65,185+13.1% |
| Participation rate | 99.4% | 74.7%+24.7pp | 82.5%+17.0pp | 70.2%+29.2pp |
| Annual return | 20.46% | 32.79%-12.3pp | 71.39%-50.9pp | 29.38%-8.9pp |
| Employer contribution / active EE | $4,237 | $3,065+38.3% | $4,735-10.5% | $2,177+94.7% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $569-100.0% | $10,261-100.0% | $847-100.0% |