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 | $72,607 | $99,957-27.4% | $149,696-51.5% | $73,488-1.2% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 19.26% | 53.87%-34.6pp | 276.60%-257.3pp | 28.51%-9.2pp |
| Employer contribution / active EE | $4,181 | $3,191+31.0% | $4,644-10.0% | $2,270+84.2% |
| Participant deferral / active EE | $7,809 | $6,073+28.6% | $6,842+14.1% | $3,740+108.8% |
| Admin fee / account holder | $0 | $551-100.0% | $9,309-100.0% | $513-100.0% |