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 | $59,525 | $50,982+16.8% | $154,803-61.5% | $85,563-30.4% |
| Participation rate | 98.8% | 59.8%+39.0pp | 78.1%+20.7pp | 66.0%+32.8pp |
| Annual return | 12.72% | 30.35%-17.6pp | 58.88%-46.2pp | 31.51%-18.8pp |
| Employer contribution / active EE | $5,712 | $1,708+234.4% | $4,305+32.7% | $2,654+115.3% |
| Participant deferral / active EE | $0 | $2,474-100.0% | $5,540-100.0% | $4,375-100.0% |
| Admin fee / account holder | $19 | $846-97.7% | $14,329-99.9% | $834-97.7% |