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 | $77,626 | $83,427-7.0% | $115,756-32.9% | $68,494+13.3% |
| Participation rate | 98.9% | 71.9%+27.0pp | 77.1%+21.8pp | 67.9%+31.0pp |
| Annual return | 16.70% | -10.95%+27.6pp | 143.14%-126.4pp | -7.84%+24.5pp |
| Employer contribution / active EE | $3,656 | $3,075+18.9% | $3,793-3.6% | $2,596+40.8% |
| Participant deferral / active EE | $0 | $5,355-100.0% | $6,254-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $5,708-100.0% | $8,124-100.0% | $5,403-100.0% |