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 | $96,086 | $72,254+33.0% | $86,677+10.9% | $64,808+48.3% |
| Participation rate | 98.3% | 80.4%+17.9pp | 76.6%+21.7pp | 71.5%+26.8pp |
| Annual return | 5.21% | 392.42%-387.2pp | 35.91%-30.7pp | 32.82%-27.6pp |
| Employer contribution / active EE | $3,979 | $2,393+66.3% | $2,836+40.3% | $2,506+58.8% |
| Participant deferral / active EE | $0 | $4,658-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,493-100.0% | $188-100.0% |