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 | $39,268 | $50,956-22.9% | $96,562-59.3% | $86,799-54.8% |
| Participation rate | 92.8% | 65.2%+27.6pp | 69.8%+23.0pp | 72.3%+20.6pp |
| Annual return | 17.53% | 21.27%-3.7pp | 37.78%-20.3pp | 97.91%-80.4pp |
| Employer contribution / active EE | $4,363 | $1,111+292.8% | $2,356+85.1% | $2,405+81.4% |
| Participant deferral / active EE | $0 | $2,954-100.0% | $3,849-100.0% | $4,131-100.0% |
| Admin fee / account holder | $0 | $166-100.0% | $6,181-100.0% | $170-100.0% |