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 | $64,615 | $79,523-18.7% | $140,016-53.9% | $56,287+14.8% |
| Participation rate | 99.5% | 85.7%+13.8pp | 87.5%+12.0pp | 69.9%+29.6pp |
| Annual return | 3.12% | 2.39%+0.7pp | 651.12%-648.0pp | -9.96%+13.1pp |
| Employer contribution / active EE | $2,297 | $3,350-31.4% | $5,606-59.0% | $2,111+8.8% |
| Participant deferral / active EE | $0 | $5,129-100.0% | $6,927-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1 | $614-99.9% | $10,705-100.0% | $521-99.9% |