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 | $76,232 | $71,142+7.2% | $119,609-36.3% | $64,808+17.6% |
| Participation rate | 96.9% | 78.6%+18.3pp | 79.3%+17.7pp | 71.5%+25.5pp |
| Annual return | -0.02% | -10.01%+10.0pp | -14.97%+15.0pp | 32.82%-32.8pp |
| Employer contribution / active EE | $7,483 | $2,497+199.6% | $4,232+76.8% | $2,506+198.6% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,602-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $162-100.0% | $10,323-100.0% | $188-100.0% |