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 4-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 | $48,487 | $59,263-18.2% | $96,562-49.8% | $79,386-38.9% |
| Participation rate | 96.3% | 61.9%+34.4pp | 69.8%+26.5pp | 70.7%+25.6pp |
| Annual return | 0.00% | 27.07%-27.1pp | 37.78%-37.8pp | 116.85%-116.9pp |
| Employer contribution / active EE | $13,709 | $1,216+1027.7% | $2,356+481.7% | $2,427+464.7% |
| Participant deferral / active EE | $0 | $2,948-100.0% | $3,849-100.0% | $4,046-100.0% |
| Admin fee / account holder | $0 | $658-100.0% | $6,181-100.0% | $626-100.0% |