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 | $81,328 | $57,651+41.1% | $112,229-27.5% | $71,457+13.8% |
| Participation rate | 100.0% | 58.9%+41.1pp | 72.4%+27.6pp | 67.9%+32.1pp |
| Annual return | 16.59% | 18.32%-1.7pp | 30.20%-13.6pp | 28.85%-12.3pp |
| Employer contribution / active EE | $6,470 | $1,913+238.1% | $3,430+88.6% | $2,588+150.0% |
| Participant deferral / active EE | $4,417 | $2,863+54.3% | $4,798-7.9% | $4,289+3.0% |
| Admin fee / account holder | $24 | $1,581-98.5% | $7,748-99.7% | $1,587-98.5% |