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 | $77,142 | $48,230+59.9% | $67,502+14.3% | $80,856-4.6% |
| Participation rate | 90.4% | 66.4%+24.1pp | 72.9%+17.6pp | 67.6%+22.8pp |
| Annual return | 13.98% | 18.28%-4.3pp | 3512.12%-3498.1pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,019 | $2,0200% | $2,731-26.1% | $2,755-26.7% |
| Participant deferral / active EE | $3,027 | $2,924+3.5% | $4,000-24.3% | $4,296-29.5% |
| Admin fee / account holder | $1 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |