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 | $80,235 | $84,487-5.0% | $125,339-36.0% | $66,914+19.9% |
| Participation rate | 97.6% | 76.4%+21.2pp | 82.4%+15.2pp | 69.8%+27.8pp |
| Annual return | 6.00% | -8.39%+14.4pp | 572.05%-566.1pp | 1.58%+4.4pp |
| Employer contribution / active EE | $4,305 | $3,553+21.2% | $4,814-10.6% | $2,544+69.2% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,010-100.0% | $593-100.0% |