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 | $47,998 | $62,267-22.9% | $110,238-56.5% | $55,725-13.9% |
| Participation rate | 98.3% | 78.1%+20.2pp | 79.8%+18.5pp | 70.9%+27.4pp |
| Annual return | 6.36% | -1.07%+7.4pp | 314.74%-308.4pp | 244.93%-238.6pp |
| Employer contribution / active EE | $4,783 | $1,941+146.4% | $3,826+25.0% | $2,078+130.1% |
| Participant deferral / active EE | $0 | $3,516-100.0% | $4,672-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $121-100.0% | $8,547-100.0% | $115-100.0% |