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 | $63,295 | $107,378-41.1% | $108,579-41.7% | $57,658+9.8% |
| Participation rate | 99.3% | 77.1%+22.2pp | 79.6%+19.8pp | 70.2%+29.1pp |
| Annual return | 7.23% | 12.80%-5.6pp | -51.70%+58.9pp | 5.13%+2.1pp |
| Employer contribution / active EE | $2,967 | $1,782+66.5% | $3,758-21.1% | $1,974+50.3% |
| Participant deferral / active EE | $0 | $3,221-100.0% | $4,311-100.0% | $3,061-100.0% |
| Admin fee / account holder | $0 | $108-100.0% | $7,645-100.0% | $95-100.0% |