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 | $38,637 | $109,881-64.8% | $150,045-74.2% | $84,808-54.4% |
| Participation rate | 95.1% | 76.1%+19.0pp | 82.3%+12.7pp | 68.3%+26.8pp |
| Annual return | 33.56% | 28.25%+5.3pp | 62.55%-29.0pp | 40.90%-7.3pp |
| Employer contribution / active EE | $4,568 | $3,561+28.3% | $4,693-2.7% | $2,631+73.6% |
| Participant deferral / active EE | $0 | $6,636-100.0% | $7,997-100.0% | $4,212-100.0% |
| Admin fee / account holder | $5 | $8,568-99.9% | $13,435-100.0% | $7,344-99.9% |