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 | $66,004 | $49,693+32.8% | $70,515-6.4% | $74,419-11.3% |
| Participation rate | 95.7% | 64.7%+31.1pp | 68.3%+27.4pp | 70.7%+25.0pp |
| Annual return | 18.51% | 21.22%-2.7pp | 32.77%-14.3pp | 34.38%-15.9pp |
| Employer contribution / active EE | $1,124 | $1,773-36.6% | $2,973-62.2% | $2,637-57.4% |
| Participant deferral / active EE | $0 | $3,376-100.0% | $4,567-100.0% | $4,528-100.0% |
| Admin fee / account holder | $0 | $316-99.9% | $6,412-100.0% | $348-99.9% |