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 | $28,820 | $42,548-32.3% | $74,550-61.3% | $56,287-48.8% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.1%+30.9pp | 69.9%+30.1pp |
| Annual return | 8.79% | 12.40%-3.6pp | 32.53%-23.7pp | -9.96%+18.7pp |
| Employer contribution / active EE | $2,789 | $855+226.1% | $1,961+42.2% | $2,111+32.1% |
| Participant deferral / active EE | $0 | $2,277-100.0% | $3,108-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $467-100.0% | $5,060-100.0% | $521-100.0% |