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 | $43,668 | $39,458+10.7% | $60,547-27.9% | $55,191-20.9% |
| Participation rate | 96.5% | 59.6%+36.9pp | 68.0%+28.5pp | 69.2%+27.3pp |
| Annual return | 0.15% | 3.35%-3.2pp | 335.64%-335.5pp | 10.78%-10.6pp |
| Employer contribution / active EE | $1,696 | $1,210+40.2% | $2,419-29.9% | $1,899-10.7% |
| Participant deferral / active EE | $0 | $2,140-100.0% | $3,328-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $95-100.0% | $4,536-100.0% | $91-100.0% |