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 | $101,859 | $59,263+71.9% | $96,562+5.5% | $79,386+28.3% |
| Participation rate | 98.5% | 61.9%+36.6pp | 69.8%+28.7pp | 70.7%+27.8pp |
| Annual return | 18.61% | 27.07%-8.5pp | 37.78%-19.2pp | 116.85%-98.2pp |
| Employer contribution / active EE | $13,923 | $1,216+1045.3% | $2,356+490.8% | $2,427+473.5% |
| Participant deferral / active EE | $0 | $2,948-100.0% | $3,849-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $658-100.0% | $6,181-100.0% | $626-100.0% |