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 | $68,316 | $93,182-26.7% | $146,665-53.4% | $79,386-13.9% |
| Participation rate | 100.0% | 76.4%+23.6pp | 80.1%+19.9pp | 70.7%+29.3pp |
| Annual return | 15.17% | 21.61%-6.4pp | 22.74%-7.6pp | 116.85%-101.7pp |
| Employer contribution / active EE | $2,776 | $2,420+14.7% | $4,136-32.9% | $2,427+14.3% |
| Participant deferral / active EE | $2,326 | $4,169-44.2% | $5,506-57.7% | $4,046-42.5% |
| Admin fee / account holder | $3 | $585-99.5% | $10,280-100.0% | $626-99.6% |