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 | $62,424 | $77,660-19.6% | $109,143-42.8% | $79,386-21.4% |
| Participation rate | 97.3% | 67.8%+29.5pp | 75.9%+21.5pp | 70.7%+26.6pp |
| Annual return | 13.13% | 23.44%-10.3pp | 25.75%-12.6pp | 116.85%-103.7pp |
| Employer contribution / active EE | $10,401 | $2,797+271.8% | $3,722+179.5% | $2,427+328.5% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,752-100.0% | $626-100.0% |