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 | $126,065 | $61,272+105.7% | $149,673-15.8% | $71,457+76.4% |
| Participation rate | 97.8% | 62.5%+35.3pp | 78.8%+19.0pp | 67.9%+29.8pp |
| Annual return | 28.98% | 35.85%-6.9pp | 134.42%-105.4pp | 28.85%+0.1pp |
| Employer contribution / active EE | $3,731 | $2,378+56.9% | $4,818-22.5% | $2,588+44.2% |
| Participant deferral / active EE | $0 | $2,917-100.0% | $5,680-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,261-100.0% | $13,210-100.0% | $1,587-100.0% |