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 | $42,463 | $55,214-23.1% | $104,607-59.4% | $73,488-42.2% |
| Participation rate | 100.0% | 67.8%+32.2pp | 74.1%+25.9pp | 70.7%+29.3pp |
| Annual return | 24.22% | 24.79%-0.6pp | 340.46%-316.2pp | 28.51%-4.3pp |
| Employer contribution / active EE | $3,436 | $1,468+134.1% | $2,681+28.2% | $2,270+51.3% |
| Participant deferral / active EE | $0 | $2,925-100.0% | $3,740-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $424-100.0% | $6,473-100.0% | $513-100.0% |