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 4-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 | $34,818 | $57,831-39.8% | $82,389-57.7% | $85,563-59.3% |
| Participation rate | 83.4% | 55.0%+28.4pp | 69.5%+13.8pp | 66.0%+17.4pp |
| Annual return | 28.72% | 17.86%+10.9pp | 28.67%+0.1pp | 31.51%-2.8pp |
| Employer contribution / active EE | $2,956 | $1,643+79.9% | $2,517+17.4% | $2,654+11.4% |
| Participant deferral / active EE | $0 | $3,118-100.0% | $4,155-100.0% | $4,375-100.0% |
| Admin fee / account holder | $0 | $1,391-100.0% | $7,231-100.0% | $834-100.0% |