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 | $64,026 | $48,230+32.7% | $67,502-5.2% | $80,856-20.8% |
| Participation rate | 98.9% | 66.4%+32.5pp | 72.9%+26.0pp | 67.6%+31.2pp |
| Annual return | 11.96% | 18.28%-6.3pp | 3512.12%-3500.2pp | 35.59%-23.6pp |
| Employer contribution / active EE | $5,731 | $2,020+183.8% | $2,731+109.9% | $2,755+108.0% |
| Participant deferral / active EE | $2,650 | $2,924-9.4% | $4,000-33.8% | $4,296-38.3% |
| Admin fee / account holder | $1 | $3,681-100.0% | $3,998-100.0% | $6,918-100.0% |