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 8-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 | $55,503 | $47,722+16.3% | $82,719-32.9% | $64,808-14.4% |
| Participation rate | 100.0% | 67.6%+32.4pp | 72.6%+27.4pp | 71.5%+28.5pp |
| Annual return | 3.22% | -13.05%+16.3pp | 701.18%-698.0pp | 32.82%-29.6pp |
| Employer contribution / active EE | $2,808 | $2,179+28.9% | $3,009-6.7% | $2,506+12.1% |
| Participant deferral / active EE | $0 | $3,329-100.0% | $4,395-100.0% | $4,310-100.0% |
| Admin fee / account holder | $116 | $143-18.7% | $5,329-97.8% | $188-38.1% |