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 | $87,875 | $104,317-15.8% | $159,436-44.9% | $86,799+1.2% |
| Participation rate | 99.2% | 77.7%+21.5pp | 82.8%+16.4pp | 72.3%+27.0pp |
| Annual return | 40.00% | 26.32%+13.7pp | 263.57%-223.6pp | 97.91%-57.9pp |
| Employer contribution / active EE | $5,153 | $3,451+49.3% | $4,829+6.7% | $2,405+114.2% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,799-100.0% | $170-100.0% |