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 | $38,247 | $39,245-2.5% | $64,105-40.3% | $52,331-26.9% |
| Participation rate | 99.3% | 58.2%+41.0pp | 68.2%+31.1pp | 68.1%+31.2pp |
| Annual return | 3.06% | 14.79%-11.7pp | 791.24%-788.2pp | 4.54%-1.5pp |
| Employer contribution / active EE | $6,179 | $736+739.3% | $1,820+239.5% | $1,882+228.4% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $2,822-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $592-100.0% | $4,499-100.0% | $592-100.0% |