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 | $65,236 | $65,322-0.1% | $70,449-7.4% | $73,488-11.2% |
| Participation rate | 97.0% | 77.0%+20.0pp | 75.1%+21.9pp | 70.7%+26.3pp |
| Annual return | 15.59% | 15.71%-0.1pp | 109.03%-93.4pp | 28.51%-12.9pp |
| Employer contribution / active EE | $4,621 | $2,460+87.9% | $2,737+68.9% | $2,270+103.6% |
| Participant deferral / active EE | $0 | $3,375-100.0% | $3,709-100.0% | $3,740-100.0% |
| Admin fee / account holder | $1 | $214-99.5% | $3,845-100.0% | $513-99.8% |