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 | $116,652 | $76,050+53.4% | $96,544+20.8% | $71,457+63.2% |
| Participation rate | 99.0% | 74.4%+24.6pp | 76.0%+23.1pp | 67.9%+31.1pp |
| Annual return | 20.32% | 22.81%-2.5pp | 25.84%-5.5pp | 28.85%-8.5pp |
| Employer contribution / active EE | $1,106 | $2,244-50.7% | $2,965-62.7% | $2,588-57.3% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $2,707-100.0% | $8,252-100.0% | $1,587-100.0% |