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 | $51,486 | $45,382+13.5% | $154,107-66.6% | $75,289-31.6% |
| Participation rate | 92.6% | 65.9%+26.7pp | 83.0%+9.5pp | 72.4%+20.1pp |
| Annual return | 9.20% | -0.47%+9.7pp | 735.12%-725.9pp | -0.04%+9.2pp |
| Employer contribution / active EE | $4,955 | $1,533+223.3% | $5,298-6.5% | $2,405+106.0% |
| Participant deferral / active EE | $0 | $2,384-100.0% | $5,081-100.0% | $3,739-100.0% |
| Admin fee / account holder | $0 | $89-100.0% | $13,411-100.0% | $102-100.0% |