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 | $34,323 | $73,102-53.0% | $123,544-72.2% | $56,287-39.0% |
| Participation rate | 94.4% | 74.3%+20.1pp | 82.3%+12.1pp | 69.9%+24.6pp |
| Annual return | 14.77% | 3.01%+11.8pp | 119.20%-104.4pp | -9.96%+24.7pp |
| Employer contribution / active EE | $2,850 | $2,977-4.3% | $4,628-38.4% | $2,111+35.0% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $554-100.0% | $9,284-100.0% | $521-100.0% |