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 | $55,151 | $58,726-6.1% | $92,233-40.2% | $62,292-11.5% |
| Participation rate | 98.8% | 68.3%+30.4pp | 76.5%+22.3pp | 69.5%+29.2pp |
| Annual return | 20.29% | 43.62%-23.3pp | 176.28%-156.0pp | 28.90%-8.6pp |
| Employer contribution / active EE | $5,975 | $2,392+149.8% | $3,679+62.4% | $2,042+192.6% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |