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 | $57,332 | $50,199+14.2% | $70,092-18.2% | $66,914-14.3% |
| Participation rate | 94.7% | 66.3%+28.4pp | 70.5%+24.2pp | 69.8%+24.9pp |
| Annual return | 17.10% | -13.85%+30.9pp | 190.73%-173.6pp | 1.58%+15.5pp |
| Employer contribution / active EE | $4,660 | $1,864+150.0% | $2,559+82.1% | $2,544+83.2% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $3,849-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $600-100.0% | $6,267-100.0% | $593-100.0% |