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 | $61,972 | $75,183-17.6% | $123,892-50.0% | $55,167+12.3% |
| Participation rate | 99.3% | 72.8%+26.4pp | 81.4%+17.9pp | 69.0%+30.3pp |
| Annual return | 14.49% | 19.01%-4.5pp | 47.52%-33.0pp | 169.23%-154.7pp |
| Employer contribution / active EE | $7,353 | $2,823+160.4% | $4,617+59.3% | $1,963+274.7% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |