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 | $99,646 | $81,460+22.3% | $103,333-3.6% | $80,856+23.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.46% | 25.55%-15.1pp | 24.88%-14.4pp | 35.59%-25.1pp |
| Employer contribution / active EE | $17,187 | $3,105+453.5% | $3,868+344.4% | $2,755+523.9% |
| Participant deferral / active EE | $2,624 | $3,869-32.2% | $5,057-48.1% | $4,296-38.9% |
| Admin fee / account holder | $0 | $6,566-100.0% | $8,355-100.0% | $6,918-100.0% |