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 | $50,678 | $55,449-8.6% | $83,848-39.6% | $56,287-10.0% |
| Participation rate | 98.2% | 68.0%+30.2pp | 76.1%+22.1pp | 69.9%+28.4pp |
| Annual return | 18.99% | -1.38%+20.4pp | 850.88%-831.9pp | -9.96%+29.0pp |
| Employer contribution / active EE | $9,344 | $2,430+284.5% | $3,631+157.4% | $2,111+342.6% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1 | $656-99.9% | $5,478-100.0% | $521-99.9% |