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 | $36,761 | $78,705-53.3% | $117,854-68.8% | $70,131-47.6% |
| Participation rate | 95.7% | 73.2%+22.6pp | 79.7%+16.1pp | 69.5%+26.2pp |
| Annual return | 16.68% | 23.30%-6.6pp | 335.08%-318.4pp | 73.14%-56.5pp |
| Employer contribution / active EE | $11,538 | $2,223+419.0% | $3,786+204.8% | $2,342+392.6% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,020-100.0% | $4,645-100.0% |