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 | $36,516 | $59,186-38.3% | $76,768-52.4% | $56,287-35.1% |
| Participation rate | 99.5% | 75.2%+24.3pp | 77.0%+22.6pp | 69.9%+29.7pp |
| Annual return | 5.99% | 6.62%-0.6pp | 2.43%+3.6pp | -9.96%+16.0pp |
| Employer contribution / active EE | $2,007 | $1,759+14.1% | $2,485-19.2% | $2,111-4.9% |
| Participant deferral / active EE | $0 | $3,255-100.0% | $3,852-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $489-99.9% | $6,675-100.0% | $521-99.9% |