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 | $52,575 | $91,517-42.6% | $101,248-48.1% | $73,409-28.4% |
| Participation rate | 95.2% | 73.8%+21.4pp | 75.8%+19.4pp | 72.2%+23.0pp |
| Annual return | 14.84% | 17.17%-2.3pp | 46.47%-31.6pp | 59.29%-44.4pp |
| Employer contribution / active EE | $3,767 | $2,877+30.9% | $3,660+2.9% | $2,234+68.6% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $0 | $216-100.0% | $5,945-100.0% | $158-100.0% |