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 | $68,730 | $57,103+20.4% | $87,507-21.5% | $57,658+19.2% |
| Participation rate | 100.0% | 64.3%+35.7pp | 73.8%+26.2pp | 70.2%+29.8pp |
| Annual return | 10.22% | 12.71%-2.5pp | 12.21%-2.0pp | 5.13%+5.1pp |
| Employer contribution / active EE | $3,659 | $1,107+230.5% | $2,550+43.5% | $1,974+85.4% |
| Participant deferral / active EE | $0 | $2,250-100.0% | $3,149-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $281-100.0% | $4,221-100.0% | $95-99.9% |