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 | $66,893 | $50,643+32.1% | $106,619-37.3% | $55,167+21.3% |
| Participation rate | 99.0% | 65.6%+33.4pp | 78.0%+21.0pp | 69.0%+30.0pp |
| Annual return | 7.75% | 7.02%+0.7pp | 9.42%-1.7pp | 169.23%-161.5pp |
| Employer contribution / active EE | $2,273 | $1,626+39.8% | $3,947-42.4% | $1,963+15.8% |
| Participant deferral / active EE | $0 | $2,208-100.0% | $3,930-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $488-100.0% | $6,418-100.0% | $504-100.0% |