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 | $101,840 | $45,959+121.6% | $91,220+11.6% | $77,904+30.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 73.2%+26.8pp | 73.7%+26.3pp |
| Annual return | 15.94% | -5.32%+21.3pp | 114.01%-98.1pp | 12.21%+3.7pp |
| Employer contribution / active EE | $3,665 | $1,451+152.6% | $2,850+28.6% | $2,848+28.7% |
| Participant deferral / active EE | $0 | $3,283-100.0% | $4,234-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $99-100.0% | $5,420-100.0% | $133-100.0% |