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 | $80,135 | $104,317-23.2% | $159,436-49.7% | $86,799-7.7% |
| Participation rate | 91.1% | 77.7%+13.4pp | 82.8%+8.3pp | 72.3%+18.8pp |
| Annual return | 16.05% | 26.32%-10.3pp | 263.57%-247.5pp | 97.91%-81.9pp |
| Employer contribution / active EE | $4,734 | $3,451+37.2% | $4,829-2.0% | $2,405+96.8% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $7,352-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $172-100.0% | $10,799-100.0% | $170-100.0% |