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 | $47,374 | $51,045-7.2% | $70,515-32.8% | $71,457-33.7% |
| Participation rate | 100.0% | 59.4%+40.6pp | 68.3%+31.7pp | 67.9%+32.1pp |
| Annual return | 55.70% | 42.63%+13.1pp | 32.77%+22.9pp | 28.85%+26.9pp |
| Employer contribution / active EE | $5,703 | $1,790+218.6% | $2,973+91.8% | $2,588+120.4% |
| Participant deferral / active EE | $0 | $3,026-100.0% | $4,567-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,994-100.0% | $6,412-100.0% | $1,587-100.0% |