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 | $31,590 | $55,453-43.0% | $170,442-81.5% | $62,292-49.3% |
| Participation rate | 93.2% | 66.4%+26.9pp | 83.6%+9.6pp | 69.5%+23.7pp |
| Annual return | 21.81% | 21.38%+0.4pp | 205.93%-184.1pp | 28.90%-7.1pp |
| Employer contribution / active EE | $1,958 | $2,164-9.5% | $5,433-64.0% | $2,042-4.1% |
| Participant deferral / active EE | $0 | $2,303-100.0% | $4,939-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $455-99.9% | $13,880-100.0% | $479-99.9% |