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 | $34,683 | $72,254-52.0% | $86,677-60.0% | $64,808-46.5% |
| Participation rate | 96.8% | 80.4%+16.4pp | 76.6%+20.3pp | 71.5%+25.4pp |
| Annual return | 3.25% | 392.42%-389.2pp | 35.91%-32.7pp | 32.82%-29.6pp |
| Employer contribution / active EE | $2,010 | $2,393-16.0% | $2,836-29.1% | $2,506-19.8% |
| Participant deferral / active EE | $0 | $4,658-100.0% | $4,656-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $174-100.0% | $7,493-100.0% | $188-100.0% |