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 | $41,052 | $93,131-55.9% | $106,548-61.5% | $86,799-52.7% |
| Participation rate | 98.4% | 81.4%+17.0pp | 76.1%+22.3pp | 72.3%+26.2pp |
| Annual return | 13.60% | 19.45%-5.9pp | 26.80%-13.2pp | 97.91%-84.3pp |
| Employer contribution / active EE | $3,254 | $2,895+12.4% | $2,819+15.4% | $2,405+35.3% |
| Participant deferral / active EE | $0 | $4,708-100.0% | $4,398-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $145-100.0% | $7,407-100.0% | $170-100.0% |