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 | $43,658 | $55,449-21.3% | $83,848-47.9% | $56,287-22.4% |
| Participation rate | 95.3% | 68.0%+27.3pp | 76.1%+19.2pp | 69.9%+25.5pp |
| Annual return | 22.26% | -1.38%+23.6pp | 850.88%-828.6pp | -9.96%+32.2pp |
| Employer contribution / active EE | $3,505 | $2,430+44.2% | $3,631-3.5% | $2,111+66.0% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $5,478-100.0% | $521-100.0% |