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 | $85,745 | $119,446-28.2% | $150,045-42.9% | $85,563+0.2% |
| Participation rate | 97.9% | 75.4%+22.5pp | 82.3%+15.6pp | 66.0%+31.9pp |
| Annual return | 26.89% | 23.72%+3.2pp | 62.55%-35.7pp | 31.51%-4.6pp |
| Employer contribution / active EE | $10,315 | $4,078+152.9% | $4,693+119.8% | $2,654+288.7% |
| Participant deferral / active EE | $0 | $7,985-100.0% | $7,997-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $548-100.0% | $13,435-100.0% | $834-100.0% |