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 | $99,788 | $39,245+154.3% | $64,105+55.7% | $52,331+90.7% |
| Participation rate | 100.0% | 58.2%+41.8pp | 68.2%+31.8pp | 68.1%+31.9pp |
| Annual return | 2.08% | 14.79%-12.7pp | 791.24%-789.2pp | 4.54%-2.5pp |
| Employer contribution / active EE | $7,738 | $736+951.1% | $1,820+325.2% | $1,882+311.2% |
| Participant deferral / active EE | $0 | $1,992-100.0% | $2,822-100.0% | $3,022-100.0% |
| Admin fee / account holder | $1 | $592-99.9% | $4,499-100.0% | $592-99.9% |