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 | $106,658 | $129,095-17.4% | $184,200-42.1% | $77,671+37.3% |
| Participation rate | 96.8% | 87.3%+9.5pp | 86.8%+10.0pp | 70.6%+26.3pp |
| Annual return | 24.75% | 33.29%-8.5pp | 28.80%-4.0pp | 31.21%-6.5pp |
| Employer contribution / active EE | $2,072 | $4,410-53.0% | $6,424-67.7% | $2,726-24.0% |
| Participant deferral / active EE | $0 | $7,300-100.0% | $9,132-100.0% | $4,648-100.0% |
| Admin fee / account holder | $0 | $256-100.0% | $13,907-100.0% | $430-100.0% |