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 | $78,480 | $54,368+44.3% | $117,039-32.9% | $62,292+26.0% |
| Participation rate | 99.0% | 64.9%+34.0pp | 77.2%+21.8pp | 69.5%+29.5pp |
| Annual return | 20.85% | 21.77%-0.9pp | 18.95%+1.9pp | 28.90%-8.0pp |
| Employer contribution / active EE | $2,308 | $1,692+36.4% | $3,785-39.0% | $2,042+13.0% |
| Participant deferral / active EE | $0 | $2,269-100.0% | $3,929-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $493-100.0% | $5,974-100.0% | $479-100.0% |