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 | $116,848 | $78,485+48.9% | $106,213+10.0% | $74,495+56.9% |
| Participation rate | 80.8% | 72.8%+7.9pp | 75.3%+5.5pp | 67.2%+13.6pp |
| Annual return | 11.54% | 15.95%-4.4pp | 116.14%-104.6pp | 1364.94%-1353.4pp |
| Employer contribution / active EE | $6,562 | $2,523+160.1% | $3,171+106.9% | $2,623+150.2% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $5,016-100.0% | $4,346-100.0% |
| Admin fee / account holder | $74 | $2,232-96.7% | $11,033-99.3% | $1,942-96.2% |