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 | $45,864 | $65,557-30.0% | $105,738-56.6% | $56,287-18.5% |
| Participation rate | 99.3% | 63.4%+35.9pp | 76.3%+22.9pp | 69.9%+29.4pp |
| Annual return | 8.44% | -1.32%+9.8pp | 6.27%+2.2pp | -9.96%+18.4pp |
| Employer contribution / active EE | $2,139 | $1,788+19.6% | $3,268-34.5% | $2,111+1.3% |
| Participant deferral / active EE | $0 | $2,418-100.0% | $4,080-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $561-100.0% | $6,913-100.0% | $521-100.0% |