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 | $73,337 | $74,706-1.8% | $75,696-3.1% | $79,386-7.6% |
| Participation rate | 87.0% | 75.3%+11.6pp | 74.8%+12.1pp | 70.7%+16.3pp |
| Annual return | 14.10% | 18.52%-4.4pp | 104.53%-90.4pp | 116.85%-102.7pp |
| Employer contribution / active EE | $7,236 | $2,590+179.4% | $2,743+163.8% | $2,427+198.1% |
| Participant deferral / active EE | $0 | $3,533-100.0% | $3,821-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $374-100.0% | $3,619-100.0% | $626-100.0% |