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 | $64,910 | $58,083+11.8% | $80,019-18.9% | $56,287+15.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.9%+30.1pp |
| Annual return | 5.47% | 34.61%-29.1pp | 11.22%-5.7pp | -9.96%+15.4pp |
| Employer contribution / active EE | $3,067 | $1,932+58.8% | $2,468+24.3% | $2,111+45.3% |
| Participant deferral / active EE | $0 | $3,135-100.0% | $3,686-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $623-100.0% | $6,521-100.0% | $521-100.0% |