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 | $55,750 | $73,638-24.3% | $95,952-41.9% | $73,488-24.1% |
| Participation rate | 98.5% | 76.2%+22.3pp | 77.1%+21.4pp | 70.7%+27.8pp |
| Annual return | 15.40% | 16.78%-1.4pp | 91.61%-76.2pp | 28.51%-13.1pp |
| Employer contribution / active EE | $4,990 | $1,863+167.8% | $2,541+96.4% | $2,270+119.8% |
| Participant deferral / active EE | $0 | $3,617-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $482-100.0% | $6,795-100.0% | $513-100.0% |