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 | $74,470 | $48,406+53.8% | $104,607-28.8% | $90,288-17.5% |
| Participation rate | 100.0% | 64.3%+35.7pp | 74.1%+25.9pp | 73.4%+26.6pp |
| Annual return | 16.02% | 18.72%-2.7pp | 340.46%-324.4pp | 53.97%-37.9pp |
| Employer contribution / active EE | $2,720 | $1,115+144.0% | $2,681+1.5% | $2,524+7.8% |
| Participant deferral / active EE | $0 | $2,436-100.0% | $3,740-100.0% | $4,232-100.0% |
| Admin fee / account holder | $0 | $76-100.0% | $6,473-100.0% | $114-100.0% |