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 | $27,670 | $54,573-49.3% | $90,951-69.6% | $73,488-62.3% |
| Participation rate | 91.5% | 61.2%+30.3pp | 69.0%+22.5pp | 70.7%+20.8pp |
| Annual return | 16.37% | 16.69%-0.3pp | 134.60%-118.2pp | 28.51%-12.1pp |
| Employer contribution / active EE | $1,190 | $991+20.0% | $2,122-43.9% | $2,270-47.6% |
| Participant deferral / active EE | $0 | $2,517-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $521-100.0% | $5,959-100.0% | $513-100.0% |