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 | $90,026 | $91,372-1.5% | $129,995-30.7% | $74,419+21.0% |
| Participation rate | 98.9% | 77.8%+21.1pp | 78.5%+20.4pp | 70.7%+28.1pp |
| Annual return | 18.86% | 23.21%-4.3pp | -137.18%+156.0pp | 34.38%-15.5pp |
| Employer contribution / active EE | $6,155 | $2,563+140.1% | $4,320+42.5% | $2,637+133.4% |
| Participant deferral / active EE | $0 | $4,721-100.0% | $5,820-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $283-100.0% | $10,614-100.0% | $348-100.0% |