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 | $37,496 | $42,353-11.5% | $79,550-52.9% | $64,808-42.1% |
| Participation rate | 93.2% | 64.8%+28.4pp | 69.5%+23.7pp | 71.5%+21.7pp |
| Annual return | 22.77% | -12.24%+35.0pp | 0.16%+22.6pp | 32.82%-10.1pp |
| Employer contribution / active EE | $4,570 | $1,181+287.1% | $2,413+89.4% | $2,506+82.4% |
| Participant deferral / active EE | $0 | $3,170-100.0% | $3,985-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $6,832-100.0% | $188-100.0% |