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 | $62,329 | $78,485-20.6% | $106,213-41.3% | $74,495-16.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 75.3%+24.7pp | 67.2%+32.8pp |
| Annual return | 12.12% | 15.95%-3.8pp | 116.14%-104.0pp | 1364.94%-1352.8pp |
| Employer contribution / active EE | $3,890 | $2,523+54.2% | $3,171+22.7% | $2,623+48.3% |
| Participant deferral / active EE | $6,808 | $4,322+57.5% | $5,016+35.7% | $4,346+56.7% |
| Admin fee / account holder | $172 | $2,232-92.3% | $11,033-98.4% | $1,942-91.1% |