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 | $91,456 | $46,553+96.5% | $64,056+42.8% | $75,163+21.7% |
| Participation rate | 93.5% | 65.9%+27.5pp | 72.3%+21.2pp | 67.2%+26.3pp |
| Annual return | 14.51% | 26.03%-11.5pp | 33.69%-19.2pp | 160.62%-146.1pp |
| Employer contribution / active EE | $5,644 | $1,974+186.0% | $2,747+105.5% | $2,670+111.4% |
| Participant deferral / active EE | $1,527 | $2,837-46.2% | $3,880-60.7% | $4,125-63.0% |
| Admin fee / account holder | $0 | $2,952-100.0% | $3,068-100.0% | $5,651-100.0% |