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 | $59,786 | $50,199+19.1% | $70,092-14.7% | $66,914-10.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 70.5%+29.5pp | 69.8%+30.2pp |
| Annual return | -1.15% | -13.85%+12.7pp | 190.73%-191.9pp | 1.58%-2.7pp |
| Employer contribution / active EE | $6,378 | $1,864+242.2% | $2,559+149.3% | $2,544+150.7% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $3,849-100.0% | $4,237-100.0% |
| Admin fee / account holder | $1 | $600-99.9% | $6,267-100.0% | $593-99.9% |