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 | $86,076 | $59,328+45.1% | $118,925-27.6% | $73,488+17.1% |
| Participation rate | 98.9% | 62.3%+36.6pp | 75.4%+23.5pp | 70.7%+28.2pp |
| Annual return | 16.80% | 19.13%-2.3pp | 35.88%-19.1pp | 28.51%-11.7pp |
| Employer contribution / active EE | $3,286 | $1,803+82.2% | $3,263+0.7% | $2,270+44.7% |
| Participant deferral / active EE | $0 | $2,604-100.0% | $4,265-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $600-100.0% | $6,581-100.0% | $513-100.0% |