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 | $43,671 | $177,276-75.4% | $185,117-76.4% | $177,276-75.4% |
| Participation rate | 100.0% | 74.8%+25.2pp | 77.3%+22.7pp | 74.8%+25.2pp |
| Annual return | 25.69% | 21.25%+4.4pp | 40.50%-14.8pp | 21.25%+4.4pp |
| Employer contribution / active EE | $602 | $2,479-75.7% | $4,182-85.6% | $2,479-75.7% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $5,045-100.0% | $3,881-100.0% |
| Admin fee / account holder | $0 | $154-100.0% | $8,159-100.0% | $154-100.0% |