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 | $39,476 | $95,274-58.6% | $135,903-71.0% | $74,419-47.0% |
| Participation rate | 98.9% | 78.2%+20.7pp | 81.9%+17.0pp | 70.7%+28.2pp |
| Annual return | 25.93% | 32.77%-6.8pp | 68.23%-42.3pp | 34.38%-8.5pp |
| Employer contribution / active EE | $15,713 | $3,874+305.6% | $4,856+223.6% | $2,637+495.8% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $4 | $266-98.3% | $10,762-100.0% | $348-98.7% |