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 | $110,084 | $69,305+58.8% | $82,313+33.7% | $69,631+58.1% |
| Participation rate | 98.1% | 80.3%+17.9pp | 76.9%+21.2pp | 70.7%+27.4pp |
| Annual return | 20.59% | 21.47%-0.9pp | 25.88%-5.3pp | 27571.02%-27550.4pp |
| Employer contribution / active EE | $4,267 | $1,887+126.2% | $2,428+75.7% | $2,032+110.0% |
| Participant deferral / active EE | $0 | $3,568-100.0% | $3,706-100.0% | $3,224-100.0% |
| Admin fee / account holder | $0 | $97-100.0% | $5,608-100.0% | $110-100.0% |