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 | $42,077 | $65,322-35.6% | $70,449-40.3% | $73,488-42.7% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 13.14% | 15.71%-2.6pp | 109.03%-95.9pp | 28.51%-15.4pp |
| Employer contribution / active EE | $3,220 | $2,460+30.9% | $2,737+17.7% | $2,270+41.8% |
| Participant deferral / active EE | $2,900 | $3,375-14.1% | $3,709-21.8% | $3,740-22.5% |
| Admin fee / account holder | $0 | $214-100.0% | $3,845-100.0% | $513-100.0% |