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 | $96,328 | $95,274+1.1% | $135,903-29.1% | $74,419+29.4% |
| Participation rate | 99.4% | 78.2%+21.2pp | 81.9%+17.5pp | 70.7%+28.7pp |
| Annual return | 64.28% | 32.77%+31.5pp | 68.23%-4.0pp | 34.38%+29.9pp |
| Employer contribution / active EE | $1,407 | $3,874-63.7% | $4,856-71.0% | $2,637-46.7% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $266-100.0% | $10,762-100.0% | $348-100.0% |