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 | $49,047 | $79,944-38.6% | $98,439-50.2% | $75,163-34.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 16.30% | 19.75%-3.4pp | 21.16%-4.9pp | 160.62%-144.3pp |
| Employer contribution / active EE | $3,668 | $2,264+62.0% | $3,048+20.3% | $2,670+37.4% |
| Participant deferral / active EE | $3,775 | $3,752+0.6% | $4,738-20.3% | $4,125-8.5% |
| Admin fee / account holder | $0 | $6,840-100.0% | $8,948-100.0% | $5,651-100.0% |