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 | $45,094 | $54,193-16.8% | $93,606-51.8% | $77,643-41.9% |
| Participation rate | 92.6% | 63.9%+28.7pp | 68.7%+23.9pp | 70.6%+22.1pp |
| Annual return | 14.35% | 30.54%-16.2pp | 133.20%-118.8pp | 31.24%-16.9pp |
| Employer contribution / active EE | $4,632 | $1,168+296.6% | $2,420+91.4% | $2,726+69.9% |
| Participant deferral / active EE | $0 | $3,144-100.0% | $4,411-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $576-100.0% | $8,285-100.0% | $430-100.0% |