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 | $76,487 | $70,002+9.3% | $115,037-33.5% | $52,331+46.2% |
| Participation rate | 99.5% | 72.1%+27.4pp | 81.4%+18.1pp | 68.1%+31.4pp |
| Annual return | 31.23% | 4.04%+27.2pp | 26.14%+5.1pp | 4.54%+26.7pp |
| Employer contribution / active EE | $3,651 | $2,715+34.5% | $4,608-20.8% | $1,882+94.0% |
| Participant deferral / active EE | $0 | $4,920-100.0% | $6,026-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $566-100.0% | $8,175-100.0% | $592-100.0% |