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 | $95,909 | $65,862+45.6% | $124,672-23.1% | $79,386+20.8% |
| Participation rate | 100.0% | 62.2%+37.8pp | 74.6%+25.4pp | 70.7%+29.3pp |
| Annual return | 12.43% | 19.02%-6.6pp | 5142.93%-5130.5pp | 116.85%-104.4pp |
| Employer contribution / active EE | $7,986 | $1,883+324.0% | $3,324+140.3% | $2,427+229.0% |
| Participant deferral / active EE | $3,927 | $2,772+41.7% | $4,614-14.9% | $4,046-2.9% |
| Admin fee / account holder | $40 | $673-94.0% | $7,493-99.5% | $626-93.6% |