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 | $33,118 | $100,923-67.2% | $150,045-77.9% | $74,304-55.4% |
| Participation rate | 90.7% | 70.1%+20.6pp | 82.3%+8.4pp | 60.3%+30.4pp |
| Annual return | 30.70% | 51.77%-21.1pp | 62.55%-31.9pp | 29.43%+1.3pp |
| Employer contribution / active EE | $1,457 | $3,463-57.9% | $4,693-68.9% | $2,241-35.0% |
| Participant deferral / active EE | $0 | $6,709-100.0% | $7,997-100.0% | $3,767-100.0% |
| Admin fee / account holder | $0 | $2,767-100.0% | $13,435-100.0% | $2,969-100.0% |