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 | $35,176 | $35,485-0.9% | $74,550-52.8% | $55,725-36.9% |
| Participation rate | 97.3% | 62.5%+34.8pp | 69.1%+28.2pp | 70.9%+26.4pp |
| Annual return | 12.41% | 0.72%+11.7pp | 32.53%-20.1pp | 244.93%-232.5pp |
| Employer contribution / active EE | $3,378 | $777+334.6% | $1,961+72.3% | $2,078+62.6% |
| Participant deferral / active EE | $0 | $2,181-100.0% | $3,108-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $114-100.0% | $5,060-100.0% | $115-100.0% |