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 | $62,784 | $95,762-34.4% | $379,746-83.5% | $79,858-21.4% |
| Participation rate | 95.9% | 74.0%+21.9pp | 78.4%+17.5pp | 69.6%+26.3pp |
| Annual return | 36.29% | 18.26%+18.0pp | 34.90%+1.4pp | 31.71%+4.6pp |
| Employer contribution / active EE | $3,810 | $2,695+41.4% | $3,540+7.6% | $2,471+54.2% |
| Participant deferral / active EE | $0 | $4,705-100.0% | $6,024-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $6,745-100.0% | $7,927-100.0% | $5,306-100.0% |