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 | $95,406 | $51,175+86.4% | $70,515+35.3% | $75,163+26.9% |
| Participation rate | 95.1% | 60.9%+34.1pp | 68.3%+26.7pp | 67.2%+27.9pp |
| Annual return | 18.39% | 30.02%-11.6pp | 32.77%-14.4pp | 160.62%-142.2pp |
| Employer contribution / active EE | $5,635 | $1,826+208.6% | $2,973+89.5% | $2,670+111.1% |
| Participant deferral / active EE | $0 | $2,849-100.0% | $4,567-100.0% | $4,125-100.0% |
| Admin fee / account holder | $20 | $4,091-99.5% | $6,412-99.7% | $5,651-99.6% |