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 | $35,262 | $82,978-57.5% | $129,995-72.9% | $71,457-50.7% |
| Participation rate | 90.3% | 74.1%+16.2pp | 78.5%+11.8pp | 67.9%+22.4pp |
| Annual return | 20.71% | 20.60%+0.1pp | -137.18%+157.9pp | 28.85%-8.1pp |
| Employer contribution / active EE | $3,403 | $2,622+29.8% | $4,320-21.2% | $2,588+31.5% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,729-100.0% | $10,614-100.0% | $1,587-100.0% |