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 | $33,311 | $53,822-38.1% | $75,696-56.0% | $85,850-61.2% |
| Participation rate | 97.2% | 69.1%+28.2pp | 74.8%+22.4pp | 69.3%+27.9pp |
| Annual return | 25.11% | 24.54%+0.6pp | 104.53%-79.4pp | 318.53%-293.4pp |
| Employer contribution / active EE | $3,271 | $2,017+62.2% | $2,743+19.3% | $2,565+27.5% |
| Participant deferral / active EE | $0 | $2,895-100.0% | $3,821-100.0% | $3,952-100.0% |
| Admin fee / account holder | $0 | $3,343-100.0% | $3,619-100.0% | $6,260-100.0% |