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 | $67,420 | $78,422-14.0% | $95,952-29.7% | $79,858-15.6% |
| Participation rate | 97.2% | 73.5%+23.7pp | 77.1%+20.1pp | 69.6%+27.6pp |
| Annual return | 11.51% | 19.37%-7.9pp | 91.61%-80.1pp | 31.71%-20.2pp |
| Employer contribution / active EE | $9,589 | $1,945+393.0% | $2,541+277.4% | $2,471+288.1% |
| Participant deferral / active EE | $0 | $3,440-100.0% | $4,167-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,795-100.0% | $5,306-100.0% |