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 | $121,661 | $91,407+33.1% | $135,903-10.5% | $71,457+70.3% |
| Participation rate | 88.2% | 75.7%+12.5pp | 81.9%+6.3pp | 67.9%+20.3pp |
| Annual return | 17.88% | 29.90%-12.0pp | 68.23%-50.4pp | 28.85%-11.0pp |
| Employer contribution / active EE | $6,154 | $3,703+66.2% | $4,856+26.7% | $2,588+137.8% |
| Participant deferral / active EE | $0 | $7,092-100.0% | $7,758-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,266-100.0% | $10,762-100.0% | $1,587-100.0% |