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 | $73,712 | $51,288+43.7% | $81,983-10.1% | $73,409+0.4% |
| Participation rate | 97.2% | 64.0%+33.2pp | 69.2%+28.0pp | 72.2%+25.0pp |
| Annual return | 17.75% | 29.48%-11.7pp | 41.31%-23.6pp | 59.29%-41.5pp |
| Employer contribution / active EE | $5,404 | $1,487+263.5% | $2,498+116.3% | $2,234+142.0% |
| Participant deferral / active EE | $0 | $2,715-100.0% | $3,722-100.0% | $3,805-100.0% |
| Admin fee / account holder | $16 | $125-87.1% | $5,664-99.7% | $158-89.8% |