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 5-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 | $76,525 | $86,944-12.0% | $107,525-28.8% | $74,304+3.0% |
| Participation rate | 88.2% | 59.6%+28.6pp | 75.1%+13.1pp | 60.3%+27.8pp |
| Annual return | 15.05% | 23.52%-8.5pp | 181.32%-166.3pp | 29.43%-14.4pp |
| Employer contribution / active EE | $4,336 | $2,757+57.3% | $3,754+15.5% | $2,241+93.5% |
| Participant deferral / active EE | $0 | $3,554-100.0% | $5,116-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $3,727-100.0% | $8,919-100.0% | $2,969-100.0% |