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 | $59,974 | $70,002-14.3% | $115,037-47.9% | $52,331+14.6% |
| Participation rate | 100.0% | 72.1%+27.9pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 2.82% | 4.04%-1.2pp | 26.14%-23.3pp | 4.54%-1.7pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $2,290 | $4,920-53.5% | $6,026-62.0% | $3,022-24.2% |
| Admin fee / account holder | $31 | $566-94.5% | $8,175-99.6% | $592-94.7% |