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 | $37,376 | $45,825-18.4% | $90,645-58.8% | $56,287-33.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 74.0%+26.0pp | 69.9%+30.1pp |
| Annual return | 20.32% | 38.64%-18.3pp | 1.88%+18.4pp | -9.96%+30.3pp |
| Employer contribution / active EE | $2,789 | $1,372+103.2% | $2,532+10.1% | $2,111+32.1% |
| Participant deferral / active EE | $0 | $2,562-100.0% | $3,425-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $413-100.0% | $4,994-100.0% | $521-100.0% |