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 | $44,081 | $75,183-41.4% | $123,892-64.4% | $55,167-20.1% |
| Participation rate | 94.0% | 72.8%+21.2pp | 81.4%+12.6pp | 69.0%+25.0pp |
| Annual return | 18.19% | 19.01%-0.8pp | 47.52%-29.3pp | 169.23%-151.0pp |
| Employer contribution / active EE | $2,897 | $2,823+2.6% | $4,617-37.3% | $1,963+47.6% |
| Participant deferral / active EE | $0 | $5,084-100.0% | $5,984-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |