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 | $59,339 | $37,591+57.9% | $90,645-34.5% | $55,725+6.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.0%+26.0pp | 70.9%+29.1pp |
| Annual return | -2.99% | -3.20%+0.2pp | 1.88%-4.9pp | 244.93%-247.9pp |
| Employer contribution / active EE | $2,832 | $1,302+117.5% | $2,532+11.9% | $2,078+36.3% |
| Participant deferral / active EE | $0 | $2,643-100.0% | $3,425-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $100-99.9% | $4,994-100.0% | $115-99.9% |