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 | $67,049 | $82,202-18.4% | $125,339-46.5% | $64,808+3.5% |
| Participation rate | 99.0% | 77.9%+21.1pp | 82.4%+16.6pp | 71.5%+27.5pp |
| Annual return | 6.59% | 3.48%+3.1pp | 572.05%-565.5pp | 32.82%-26.2pp |
| Employer contribution / active EE | $1,535 | $3,615-57.5% | $4,814-68.1% | $2,506-38.7% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,010-100.0% | $188-100.0% |