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 | $93,400 | $54,368+71.8% | $117,039-20.2% | $62,292+49.9% |
| Participation rate | 100.0% | 64.9%+35.1pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 16.96% | 21.77%-4.8pp | 18.95%-2.0pp | 28.90%-11.9pp |
| Employer contribution / active EE | $2,447 | $1,692+44.6% | $3,785-35.4% | $2,042+19.8% |
| Participant deferral / active EE | $1,238 | $2,269-45.4% | $3,929-68.5% | $3,169-60.9% |
| Admin fee / account holder | $194 | $493-60.6% | $5,974-96.7% | $479-59.5% |