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 | $98,970 | $79,523+24.5% | $140,016-29.3% | $56,287+75.8% |
| Participation rate | 99.2% | 85.7%+13.4pp | 87.5%+11.7pp | 69.9%+29.3pp |
| Annual return | 2.33% | 2.39%-0.1pp | 651.12%-648.8pp | -9.96%+12.3pp |
| Employer contribution / active EE | $2,668 | $3,350-20.4% | $5,606-52.4% | $2,111+26.4% |
| Participant deferral / active EE | $4,234 | $5,129-17.5% | $6,927-38.9% | $3,350+26.4% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |