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 | $46,464+28.1% | $150,298-60.4% | $79,634-25.3% |
| Participation rate | 98.8% | 57.0%+41.8pp | 77.8%+21.0pp | 62.5%+36.3pp |
| Annual return | 12.72% | 27.89%-15.2pp | 62.79%-50.1pp | 36.46%-23.7pp |
| Employer contribution / active EE | $5,712 | $1,512+277.9% | $4,154+37.5% | $2,529+125.8% |
| Participant deferral / active EE | $0 | $2,157-100.0% | $5,453-100.0% | $3,835-100.0% |
| Admin fee / account holder | $19 | $891-97.9% | $14,116-99.9% | $1,002-98.1% |