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 | $75,082 | $88,634-15.3% | $101,326-25.9% | $74,304+1.0% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 60.3%+39.7pp |
| Annual return | 31.98% | 33.10%-1.1pp | 36.82%-4.8pp | 29.43%+2.5pp |
| Employer contribution / active EE | $5,641 | $2,930+92.5% | $3,665+53.9% | $2,241+151.7% |
| Participant deferral / active EE | $0 | $7,322-100.0% | $7,994-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $2,425-100.0% | $11,185-100.0% | $2,969-100.0% |