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 | $31,813 | $57,096-44.3% | $94,224-66.2% | $55,191-42.4% |
| Participation rate | 96.6% | 75.7%+21.0pp | 78.8%+17.9pp | 69.2%+27.5pp |
| Annual return | 5.10% | 159.65%-154.5pp | 10.68%-5.6pp | 10.78%-5.7pp |
| Employer contribution / active EE | $4,184 | $1,708+145.0% | $3,587+16.6% | $1,899+120.3% |
| Participant deferral / active EE | $0 | $3,165-100.0% | $4,320-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $6,269-100.0% | $91-100.0% |