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 | $45,368 | $71,516-36.6% | $98,439-53.9% | $71,457-36.5% |
| Participation rate | 98.4% | 72.7%+25.8pp | 75.2%+23.3pp | 67.9%+30.5pp |
| Annual return | 19.89% | 32.41%-12.5pp | 21.16%-1.3pp | 28.85%-9.0pp |
| Employer contribution / active EE | $1,589 | $2,399-33.7% | $3,048-47.9% | $2,588-38.6% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,289-100.0% |
| Admin fee / account holder | $1 | $1,675-99.9% | $8,948-100.0% | $1,587-99.9% |