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 | $62,303 | $81,248-23.3% | $155,509-59.9% | $80,856-22.9% |
| Participation rate | 88.4% | 66.2%+22.2pp | 78.2%+10.2pp | 67.6%+20.8pp |
| Annual return | 10.80% | 33.31%-22.5pp | 64.67%-53.9pp | 35.59%-24.8pp |
| Employer contribution / active EE | $4,772 | $3,100+53.9% | $4,672+2.1% | $2,755+73.2% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $6 | $7,997-99.9% | $15,912-100.0% | $6,918-99.9% |