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 | $83,201 | $86,286-3.6% | $111,297-25.2% | $85,850-3.1% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 17.16% | 19.99%-2.8pp | 54.65%-37.5pp | 318.53%-301.4pp |
| Employer contribution / active EE | $4,847 | $2,043+137.2% | $2,731+77.5% | $2,565+89.0% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $8,188-100.0% | $7,964-100.0% | $6,260-100.0% |