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 | $64,257 | $33,745+90.4% | $64,105+0.2% | $55,191+16.4% |
| Participation rate | 99.1% | 59.4%+39.8pp | 68.2%+31.0pp | 69.2%+30.0pp |
| Annual return | 8.25% | 4.95%+3.3pp | 791.24%-783.0pp | 10.78%-2.5pp |
| Employer contribution / active EE | $8,111 | $641+1165.6% | $1,820+345.7% | $1,899+327.2% |
| Participant deferral / active EE | $0 | $1,929-100.0% | $2,822-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $94-99.7% | $4,499-100.0% | $91-99.6% |