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 | $54,885 | $88,515-38.0% | $162,163-66.2% | $67,579-18.8% |
| Participation rate | 99.8% | 86.8%+13.0pp | 87.6%+12.2pp | 71.3%+28.5pp |
| Annual return | 23.15% | 27.04%-3.9pp | 115.59%-92.4pp | 378.56%-355.4pp |
| Employer contribution / active EE | $3,356 | $3,563-5.8% | $5,614-40.2% | $2,148+56.3% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,298-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $10,843-100.0% | $142-100.0% |