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 | $117,999 | $58,879+100.4% | $178,490-33.9% | $73,488+60.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 11.59% | 24.86%-13.3pp | 151.07%-139.5pp | 28.51%-16.9pp |
| Employer contribution / active EE | $5,604 | $2,236+150.6% | $5,011+11.8% | $2,270+146.9% |
| Participant deferral / active EE | $2,715 | $2,567+5.8% | $5,202-47.8% | $3,740-27.4% |
| Admin fee / account holder | $43 | $400-89.3% | $13,984-99.7% | $513-91.6% |