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 | $57,061 | $84,936-32.8% | $111,297-48.7% | $79,386-28.1% |
| Participation rate | 92.4% | 75.9%+16.5pp | 77.3%+15.1pp | 70.7%+21.7pp |
| Annual return | 14.33% | 17.45%-3.1pp | 54.65%-40.3pp | 116.85%-102.5pp |
| Employer contribution / active EE | $3,730 | $1,979+88.5% | $2,731+36.6% | $2,427+53.7% |
| Participant deferral / active EE | $0 | $3,888-100.0% | $4,487-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $537-99.9% | $7,964-100.0% | $626-99.9% |