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 | $150,668 | $77,660+94.0% | $109,143+38.0% | $79,386+89.8% |
| Participation rate | 99.3% | 67.8%+31.5pp | 75.9%+23.4pp | 70.7%+28.6pp |
| Annual return | 17.95% | 23.44%-5.5pp | 25.75%-7.8pp | 116.85%-98.9pp |
| Employer contribution / active EE | $2,632 | $2,797-5.9% | $3,722-29.3% | $2,427+8.4% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $732-100.0% | $6,752-100.0% | $626-100.0% |