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 | $55,036 | $36,767+49.7% | $81,478-32.5% | $62,292-11.6% |
| Participation rate | 85.0% | 54.4%+30.6pp | 68.0%+17.1pp | 69.5%+15.5pp |
| Annual return | 23.23% | 173.80%-150.6pp | 38.78%-15.5pp | 28.90%-5.7pp |
| Employer contribution / active EE | $1,815 | $1,128+60.9% | $2,568-29.3% | $2,042-11.1% |
| Participant deferral / active EE | $0 | $2,111-100.0% | $3,537-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $797-100.0% | $4,561-100.0% | $479-100.0% |