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 | $46,709 | $66,601-29.9% | $92,893-49.7% | $67,579-30.9% |
| Participation rate | 96.6% | 72.5%+24.1pp | 76.0%+20.6pp | 71.3%+25.3pp |
| Annual return | 25.80% | 92.58%-66.8pp | 109.41%-83.6pp | 378.56%-352.8pp |
| Employer contribution / active EE | $3,392 | $2,775+22.2% | $3,653-7.1% | $2,148+58.0% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $199-100.0% | $5,794-100.0% | $142-100.0% |