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 | $97,597 | $55,453+76.0% | $170,442-42.7% | $62,292+56.7% |
| Participation rate | 100.0% | 66.4%+33.6pp | 83.6%+16.4pp | 69.5%+30.5pp |
| Annual return | 16.30% | 21.38%-5.1pp | 205.93%-189.6pp | 28.90%-12.6pp |
| Employer contribution / active EE | $7,314 | $2,164+238.0% | $5,433+34.6% | $2,042+258.2% |
| Participant deferral / active EE | $3,411 | $2,303+48.1% | $4,939-30.9% | $3,169+7.6% |
| Admin fee / account holder | $15 | $455-96.7% | $13,880-99.9% | $479-96.9% |