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 | $26,588 | $52,884-49.7% | $84,750-68.6% | $55,167-51.8% |
| Participation rate | 97.1% | 67.5%+29.6pp | 76.6%+20.6pp | 69.0%+28.2pp |
| Annual return | 5.91% | 18.03%-12.1pp | 22.78%-16.9pp | 169.23%-163.3pp |
| Employer contribution / active EE | $14,030 | $2,233+528.2% | $3,574+292.5% | $1,963+614.9% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $581-100.0% | $5,332-100.0% | $504-100.0% |