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 | $40,882 | $47,969-14.8% | $85,969-52.4% | $52,331-21.9% |
| Participation rate | 100.0% | 61.7%+38.3pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 9.95% | -0.13%+10.1pp | 9.32%+0.6pp | 4.54%+5.4pp |
| Employer contribution / active EE | $7,721 | $1,460+429.0% | $3,474+122.2% | $1,882+310.3% |
| Participant deferral / active EE | $0 | $2,110-100.0% | $3,829-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $530-100.0% | $6,053-100.0% | $592-100.0% |