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 | $58,306 | $106,028-45.0% | $146,958-60.3% | $77,643-24.9% |
| Participation rate | 95.5% | 78.4%+17.2pp | 82.2%+13.4pp | 70.6%+25.0pp |
| Annual return | 30.90% | 56.73%-25.8pp | 418.34%-387.4pp | 31.24%-0.3pp |
| Employer contribution / active EE | $2,971 | $4,063-26.9% | $4,933-39.8% | $2,726+9.0% |
| Participant deferral / active EE | $0 | $7,990-100.0% | $8,070-100.0% | $4,647-100.0% |
| Admin fee / account holder | $2 | $337-99.5% | $12,998-100.0% | $430-99.6% |