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 | $133,705 | $117,739+13.6% | $101,794+31.3% | $117,739+13.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 69.2%+30.8pp | 76.6%+23.4pp |
| Annual return | 16.57% | 17.29%-0.7pp | 30.53%-14.0pp | 17.29%-0.7pp |
| Employer contribution / active EE | $5,396 | $3,746+44.1% | $2,289+135.7% | $3,746+44.1% |
| Participant deferral / active EE | $0 | $6,128-100.0% | $4,084-100.0% | $6,128-100.0% |
| Admin fee / account holder | $0 | $112-100.0% | $8,777-100.0% | $112-100.0% |