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 | $118,437 | $91,552+29.4% | $133,956-11.6% | $79,858+48.3% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 20.32% | 61.85%-41.5pp | 45.09%-24.8pp | 31.71%-11.4pp |
| Employer contribution / active EE | $7,476 | $2,384+213.6% | $3,919+90.8% | $2,471+202.6% |
| Participant deferral / active EE | $6,120 | $3,733+63.9% | $5,048+21.3% | $3,740+63.6% |
| Admin fee / account holder | $0 | $6,321-100.0% | $8,927-100.0% | $5,306-100.0% |