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 | $81,457 | $33,067+146.3% | $76,523+6.4% | $56,287+44.7% |
| Participation rate | 99.5% | 55.4%+44.2pp | 68.0%+31.5pp | 69.9%+29.7pp |
| Annual return | 42.49% | 2.72%+39.8pp | -0.27%+42.8pp | -9.96%+52.4pp |
| Employer contribution / active EE | $1,455 | $1,200+21.2% | $2,647-45.1% | $2,111-31.1% |
| Participant deferral / active EE | $0 | $2,240-100.0% | $3,835-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $537-100.0% | $4,848-100.0% | $521-100.0% |