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 | $88,742 | $51,466+72.4% | $78,778+12.6% | $62,292+42.5% |
| Participation rate | 99.3% | 59.8%+39.5pp | 69.2%+30.1pp | 69.5%+29.8pp |
| Annual return | 14.08% | 19.96%-5.9pp | 35.62%-21.5pp | 28.90%-14.8pp |
| Employer contribution / active EE | $8,278 | $827+900.6% | $1,986+316.9% | $2,042+305.4% |
| Participant deferral / active EE | $0 | $2,147-100.0% | $2,958-100.0% | $3,169-100.0% |
| Admin fee / account holder | $6 | $489-98.7% | $5,134-99.9% | $479-98.7% |