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 | $111,463 | $86,929+28.2% | $102,423+8.8% | $80,856+37.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 24.76% | 18.88%+5.9pp | 29.32%-4.6pp | 35.59%-10.8pp |
| Employer contribution / active EE | $12,536 | $2,369+429.1% | $3,023+314.7% | $2,755+355.1% |
| Participant deferral / active EE | $0 | $4,118-100.0% | $5,053-100.0% | $4,296-100.0% |
| Admin fee / account holder | $6 | $8,049-99.9% | $9,451-99.9% | $6,918-99.9% |