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 | $84,109 | $75,284+11.7% | $91,001-7.6% | $69,631+20.8% |
| Participation rate | 98.4% | 80.4%+18.0pp | 75.6%+22.8pp | 70.7%+27.7pp |
| Annual return | 15.14% | 48.40%-33.3pp | 4.60%+10.5pp | 27571.02%-27555.9pp |
| Employer contribution / active EE | $7,185 | $2,473+190.6% | $2,456+192.6% | $2,032+253.6% |
| Participant deferral / active EE | $0 | $3,700-100.0% | $3,547-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $111-100.0% | $5,417-100.0% | $110-100.0% |