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 | $43,103 | $41,467+3.9% | $67,313-36.0% | $55,725-22.7% |
| Participation rate | 99.3% | 62.5%+36.8pp | 69.1%+30.2pp | 70.9%+28.5pp |
| Annual return | 29.92% | 0.82%+29.1pp | -4.08%+34.0pp | 244.93%-215.0pp |
| Employer contribution / active EE | $3,801 | $1,316+188.7% | $2,566+48.1% | $2,078+82.9% |
| Participant deferral / active EE | $0 | $2,399-100.0% | $3,568-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $102-100.0% | $4,507-100.0% | $115-100.0% |