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 | $50,855 | $61,660-17.5% | $80,019-36.4% | $64,186-20.8% |
| Participation rate | 98.9% | 71.7%+27.2pp | 75.8%+23.1pp | 69.6%+29.3pp |
| Annual return | 0.87% | -0.33%+1.2pp | 11.22%-10.4pp | 7.63%-6.8pp |
| Employer contribution / active EE | $4,788 | $1,810+164.5% | $2,468+94.0% | $2,381+101.1% |
| Participant deferral / active EE | $0 | $2,968-100.0% | $3,686-100.0% | $3,470-100.0% |
| Admin fee / account holder | $0 | $5,417-100.0% | $6,521-100.0% | $4,888-100.0% |