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 | $109,613 | $75,284+45.6% | $91,001+20.5% | $69,631+57.4% |
| Participation rate | 76.3% | 80.4%-4.1pp | 75.6%+0.7pp | 70.7%+5.6pp |
| Annual return | 14.71% | 48.40%-33.7pp | 4.60%+10.1pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $2,749 | $2,473+11.2% | $2,456+11.9% | $2,032+35.3% |
| Participant deferral / active EE | $6,038 | $3,700+63.2% | $3,547+70.2% | $3,224+87.3% |
| Admin fee / account holder | $0 | $111-100.0% | $5,417-100.0% | $110-100.0% |