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 | $86,374 | $81,248+6.3% | $155,509-44.5% | $80,856+6.8% |
| Participation rate | 94.4% | 66.2%+28.2pp | 78.2%+16.2pp | 67.6%+26.7pp |
| Annual return | 14.06% | 33.31%-19.3pp | 64.67%-50.6pp | 35.59%-21.5pp |
| Employer contribution / active EE | $6,009 | $3,100+93.8% | $4,672+28.6% | $2,755+118.1% |
| Participant deferral / active EE | $0 | $3,452-100.0% | $5,626-100.0% | $4,296-100.0% |
| Admin fee / account holder | $0 | $7,997-100.0% | $15,912-100.0% | $6,918-100.0% |