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 | $72,924 | $80,753-9.7% | $136,294-46.5% | $62,292+17.1% |
| Participation rate | 98.6% | 73.5%+25.0pp | 81.9%+16.7pp | 69.5%+29.1pp |
| Annual return | 0.00% | 35.83%-35.8pp | 5155.94%-5155.9pp | 28.90%-28.9pp |
| Employer contribution / active EE | $13,918 | $2,884+382.7% | $4,695+196.4% | $2,042+581.5% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $525-100.0% | $9,243-100.0% | $479-100.0% |