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 | $46,882 | $81,474-42.5% | $133,956-65.0% | $73,488-36.2% |
| Participation rate | 98.4% | 76.4%+22.0pp | 79.8%+18.5pp | 70.7%+27.7pp |
| Annual return | 32.29% | 19.40%+12.9pp | 45.09%-12.8pp | 28.51%+3.8pp |
| Employer contribution / active EE | $3,329 | $2,209+50.7% | $3,919-15.1% | $2,270+46.6% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $713-100.0% | $8,927-100.0% | $513-100.0% |