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 7-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 | $54,000 | $61,214-11.8% | $83,333-35.2% | $56,287-4.1% |
| Participation rate | 96.3% | 72.6%+23.8pp | 77.8%+18.6pp | 69.9%+26.5pp |
| Annual return | 4.65% | 0.42%+4.2pp | 10.63%-6.0pp | -9.96%+14.6pp |
| Employer contribution / active EE | $4,863 | $1,925+152.6% | $3,379+43.9% | $2,111+130.4% |
| Participant deferral / active EE | $0 | $5,091-100.0% | $5,565-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $512-100.0% | $7,510-100.0% | $521-100.0% |