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 | $87,651 | $80,177+9.3% | $123,892-29.3% | $57,658+52.0% |
| Participation rate | 98.7% | 74.4%+24.2pp | 81.4%+17.2pp | 70.2%+28.4pp |
| Annual return | 10.23% | 17.90%-7.7pp | 47.52%-37.3pp | 5.13%+5.1pp |
| Employer contribution / active EE | $2,210 | $2,913-24.1% | $4,617-52.1% | $1,974+12.0% |
| Participant deferral / active EE | $0 | $5,130-100.0% | $5,984-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |