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 | $37,340 | $58,879-36.6% | $178,490-79.1% | $73,488-49.2% |
| Participation rate | 96.6% | 66.2%+30.3pp | 81.9%+14.6pp | 70.7%+25.9pp |
| Annual return | 11.29% | 24.86%-13.6pp | 151.07%-139.8pp | 28.51%-17.2pp |
| Employer contribution / active EE | $2,290 | $2,236+2.4% | $5,011-54.3% | $2,270+0.9% |
| Participant deferral / active EE | $0 | $2,567-100.0% | $5,202-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $400-100.0% | $13,984-100.0% | $513-100.0% |