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 | $76,226 | $64,909+17.4% | $82,313-7.4% | $62,292+22.4% |
| Participation rate | 99.3% | 74.9%+24.5pp | 76.9%+22.4pp | 69.5%+29.8pp |
| Annual return | 37.15% | 21.18%+16.0pp | 25.88%+11.3pp | 28.90%+8.3pp |
| Employer contribution / active EE | $5,436 | $1,676+224.4% | $2,428+123.9% | $2,042+166.2% |
| Participant deferral / active EE | $0 | $3,103-100.0% | $3,706-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $440-100.0% | $5,608-100.0% | $479-100.0% |