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 | $60,822 | $64,119-5.1% | $112,228-45.8% | $66,914-9.1% |
| Participation rate | 86.7% | 68.5%+18.3pp | 75.1%+11.7pp | 69.8%+16.9pp |
| Annual return | 17.51% | -13.81%+31.3pp | 27.45%-9.9pp | 1.58%+15.9pp |
| Employer contribution / active EE | $6,742 | $3,005+124.3% | $3,635+85.5% | $2,544+165.0% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |