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 | $61,361 | $71,142-13.7% | $119,609-48.7% | $64,808-5.3% |
| Participation rate | 91.4% | 78.6%+12.8pp | 79.3%+12.1pp | 71.5%+19.9pp |
| Annual return | 24.94% | -10.01%+34.9pp | -14.97%+39.9pp | 32.82%-7.9pp |
| Employer contribution / active EE | $3,302 | $2,497+32.2% | $4,232-22.0% | $2,506+31.8% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,602-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $10,323-100.0% | $188-100.0% |