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 | $127,515 | $79,428+60.5% | $106,548+19.7% | $79,386+60.6% |
| Participation rate | 93.7% | 74.1%+19.6pp | 76.1%+17.6pp | 70.7%+23.0pp |
| Annual return | 13.49% | 18.27%-4.8pp | 26.80%-13.3pp | 116.85%-103.4pp |
| Employer contribution / active EE | $6,672 | $2,234+198.6% | $2,819+136.7% | $2,427+174.8% |
| Participant deferral / active EE | $0 | $3,823-100.0% | $4,398-100.0% | $4,046-100.0% |
| Admin fee / account holder | $21 | $523-95.9% | $7,407-99.7% | $626-96.6% |