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 | $28,626 | $54,573-47.5% | $90,951-68.5% | $73,488-61.0% |
| Participation rate | 98.6% | 61.2%+37.5pp | 69.0%+29.6pp | 70.7%+28.0pp |
| Annual return | 61.29% | 16.69%+44.6pp | 134.60%-73.3pp | 28.51%+32.8pp |
| Employer contribution / active EE | $3,761 | $991+279.4% | $2,122+77.2% | $2,270+65.7% |
| Participant deferral / active EE | $0 | $2,517-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $7 | $521-98.7% | $5,959-99.9% | $513-98.7% |