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 | $66,046 | $42,353+55.9% | $79,550-17.0% | $64,808+1.9% |
| Participation rate | 87.1% | 64.8%+22.3pp | 69.5%+17.6pp | 71.5%+15.6pp |
| Annual return | 14.11% | -12.24%+26.3pp | 0.16%+13.9pp | 32.82%-18.7pp |
| Employer contribution / active EE | $2,000 | $1,181+69.4% | $2,413-17.1% | $2,506-20.2% |
| Participant deferral / active EE | $0 | $3,170-100.0% | $3,985-100.0% | $4,310-100.0% |
| Admin fee / account holder | $17 | $160-89.1% | $6,832-99.7% | $188-90.7% |