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 | $103,674 | $89,739+15.5% | $149,718-30.8% | $62,292+66.4% |
| Participation rate | 100.0% | 85.1%+14.9pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 22.01% | 21.01%+1.0pp | 1501.63%-1479.6pp | 28.90%-6.9pp |
| Employer contribution / active EE | $2,700 | $3,233-16.5% | $5,445-50.4% | $2,042+32.2% |
| Participant deferral / active EE | $4,409 | $4,797-8.1% | $6,569-32.9% | $3,169+39.1% |
| Admin fee / account holder | $0 | $551-100.0% | $11,283-100.0% | $479-100.0% |