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 | $68,030 | $72,770-6.5% | $67,652+0.6% | $55,191+23.3% |
| Participation rate | 99.0% | 78.8%+20.2pp | 75.7%+23.3pp | 69.2%+29.8pp |
| Annual return | 8.47% | -3.26%+11.7pp | 6625.04%-6616.6pp | 10.78%-2.3pp |
| Employer contribution / active EE | $1,365 | $1,769-22.8% | $2,266-39.7% | $1,899-28.1% |
| Participant deferral / active EE | $0 | $3,408-100.0% | $3,560-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $79-100.0% | $4,821-100.0% | $91-100.0% |