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 | $82,670 | $82,523+0.2% | $115,752-28.6% | $70,131+17.9% |
| Participation rate | 99.0% | 74.0%+25.0pp | 77.8%+21.2pp | 69.5%+29.4pp |
| Annual return | 14.81% | 28.22%-13.4pp | 19.41%-4.6pp | 73.14%-58.3pp |
| Employer contribution / active EE | $2,474 | $2,758-10.3% | $3,492-29.1% | $2,342+5.6% |
| Participant deferral / active EE | $0 | $4,062-100.0% | $5,204-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $4,552-100.0% | $6,278-100.0% | $4,645-100.0% |