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 | $45,084 | $102,553-56.0% | $151,611-70.3% | $66,914-32.6% |
| Participation rate | 98.8% | 85.5%+13.3pp | 87.5%+11.3pp | 69.8%+29.0pp |
| Annual return | 4.52% | -10.82%+15.3pp | 3.33%+1.2pp | 1.58%+2.9pp |
| Employer contribution / active EE | $2,270 | $4,180-45.7% | $6,166-63.2% | $2,544-10.8% |
| Participant deferral / active EE | $0 | $6,641-100.0% | $8,363-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $630-100.0% | $11,616-100.0% | $593-100.0% |