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 | $38,982 | $65,223-40.2% | $80,019-51.3% | $55,725-30.0% |
| Participation rate | 99.5% | 80.6%+18.9pp | 75.8%+23.7pp | 70.9%+28.6pp |
| Annual return | 9.85% | 7.59%+2.3pp | 11.22%-1.4pp | 244.93%-235.1pp |
| Employer contribution / active EE | $846 | $2,544-66.8% | $2,468-65.7% | $2,078-59.3% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $3,686-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $114-100.0% | $6,521-100.0% | $115-100.0% |