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 | $80,488 | $42,396+89.8% | $67,313+19.6% | $56,287+43.0% |
| Participation rate | 99.1% | 61.0%+38.1pp | 69.1%+30.0pp | 69.9%+29.2pp |
| Annual return | 2.82% | -36.63%+39.4pp | -4.08%+6.9pp | -9.96%+12.8pp |
| Employer contribution / active EE | $6,859 | $1,414+385.2% | $2,566+167.3% | $2,111+224.9% |
| Participant deferral / active EE | $0 | $2,360-100.0% | $3,568-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $510-100.0% | $4,507-100.0% | $521-100.0% |