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 4-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 | $82,857 | $71,516+15.9% | $98,439-15.8% | $71,457+16.0% |
| Participation rate | 97.8% | 72.7%+25.1pp | 75.2%+22.7pp | 67.9%+29.9pp |
| Annual return | 22.15% | 32.41%-10.3pp | 21.16%+1.0pp | 28.85%-6.7pp |
| Employer contribution / active EE | $19,656 | $2,399+719.4% | $3,048+544.9% | $2,588+659.6% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,675-100.0% | $8,948-100.0% | $1,587-100.0% |