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 | $52,811 | $65,395-19.2% | $182,532-71.1% | $72,985-27.6% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 103.50% | 27.68%+75.8pp | 148.54%-45.0pp | 81.00%+22.5pp |
| Employer contribution / active EE | $1,412 | $1,911-26.1% | $4,076-65.4% | $2,440-42.1% |
| Participant deferral / active EE | $0 | $3,563-100.0% | $5,524-100.0% | $3,607-100.0% |
| Admin fee / account holder | $0 | $4,245-100.0% | $8,592-100.0% | $5,124-100.0% |