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 | $41,732 | $49,451-15.6% | $79,550-47.5% | $66,914-37.6% |
| Participation rate | 96.6% | 61.3%+35.2pp | 69.5%+27.1pp | 69.8%+26.8pp |
| Annual return | 5.58% | 84.25%-78.7pp | 0.16%+5.4pp | 1.58%+4.0pp |
| Employer contribution / active EE | $3,844 | $1,266+203.8% | $2,413+59.3% | $2,544+51.1% |
| Participant deferral / active EE | $0 | $3,159-100.0% | $3,985-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $595-100.0% | $6,832-100.0% | $593-100.0% |