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 8-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 | $46,976 | $64,119-26.7% | $112,228-58.1% | $66,914-29.8% |
| Participation rate | 97.5% | 68.5%+29.1pp | 75.1%+22.5pp | 69.8%+27.7pp |
| Annual return | 0.30% | -13.81%+14.1pp | 27.45%-27.2pp | 1.58%-1.3pp |
| Employer contribution / active EE | $13,002 | $3,005+332.6% | $3,635+257.7% | $2,544+411.0% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | -$2 | $625-100.3% | $6,410-100.0% | $593-100.4% |