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 | $63,558 | $82,202-22.7% | $125,339-49.3% | $64,808-1.9% |
| Participation rate | 86.9% | 77.9%+9.0pp | 82.4%+4.5pp | 71.5%+15.4pp |
| Annual return | 12.38% | 3.48%+8.9pp | 572.05%-559.7pp | 32.82%-20.4pp |
| Employer contribution / active EE | $3,861 | $3,615+6.8% | $4,814-19.8% | $2,506+54.1% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,010-100.0% | $188-100.0% |