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 | $29,780 | $60,776-51.0% | $85,682-65.2% | $79,386-62.5% |
| Participation rate | 89.9% | 62.1%+27.8pp | 69.9%+20.0pp | 70.7%+19.2pp |
| Annual return | 13.09% | 16.57%-3.5pp | 21.49%-8.4pp | 116.85%-103.8pp |
| Employer contribution / active EE | $17,934 | $1,663+978.3% | $2,618+584.9% | $2,427+638.8% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $3,923-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $438-100.0% | $6,873-100.0% | $626-100.0% |