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 | $74,100 | $84,233-12.0% | $170,442-56.5% | $70,131+5.7% |
| Participation rate | 90.8% | 70.8%+20.0pp | 83.6%+7.2pp | 69.5%+21.3pp |
| Annual return | 18.41% | 23.06%-4.7pp | 205.93%-187.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $7,683 | $3,387+126.8% | $5,433+41.4% | $2,342+228.0% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,698-100.0% | $13,880-100.0% | $4,645-100.0% |