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 | $55,539 | $54,320+2.2% | $67,652-17.9% | $52,331+6.1% |
| Participation rate | 99.4% | 73.6%+25.8pp | 75.7%+23.7pp | 68.1%+31.3pp |
| Annual return | 12.16% | 6.81%+5.4pp | 6625.04%-6612.9pp | 4.54%+7.6pp |
| Employer contribution / active EE | $4,727 | $1,544+206.2% | $2,266+108.6% | $1,882+151.2% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $527-100.0% | $4,821-100.0% | $592-100.0% |