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 | $76,693 | $82,202-6.7% | $125,339-38.8% | $64,808+18.3% |
| Participation rate | 96.7% | 77.9%+18.8pp | 82.4%+14.3pp | 71.5%+25.2pp |
| Annual return | -10.15% | 3.48%-13.6pp | 572.05%-582.2pp | 32.82%-43.0pp |
| Employer contribution / active EE | $3,522 | $3,615-2.6% | $4,814-26.8% | $2,506+40.6% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,010-100.0% | $188-100.0% |