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 | $31,781 | $48,230-34.1% | $67,502-52.9% | $80,856-60.7% |
| Participation rate | 98.0% | 66.4%+31.6pp | 72.9%+25.1pp | 67.6%+30.3pp |
| Annual return | 14.42% | 18.28%-3.9pp | 3512.12%-3497.7pp | 35.59%-21.2pp |
| Employer contribution / active EE | $1,817 | $2,020-10.0% | $2,731-33.5% | $2,755-34.0% |
| Participant deferral / active EE | $0 | $2,924-100.0% | $4,000-100.0% | $4,296-100.0% |
| Admin fee / account holder | $122 | $3,681-96.7% | $3,998-96.9% | $6,918-98.2% |