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 | $98,327 | $48,230+103.9% | $67,502+45.7% | $80,856+21.6% |
| Participation rate | 76.8% | 66.4%+10.4pp | 72.9%+3.9pp | 67.6%+9.1pp |
| Annual return | 11.90% | 18.28%-6.4pp | 3512.12%-3500.2pp | 35.59%-23.7pp |
| Employer contribution / active EE | $4,893 | $2,020+142.3% | $2,731+79.2% | $2,755+77.6% |
| Participant deferral / active EE | $1,292 | $2,924-55.8% | $4,000-67.7% | $4,296-69.9% |
| Admin fee / account holder | $0 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |