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 | $43,420 | $106,236-59.1% | $112,228-61.3% | $64,808-33.0% |
| Participation rate | 99.8% | 71.7%+28.2pp | 75.1%+24.8pp | 71.5%+28.4pp |
| Annual return | -16.00% | -6.02%-10.0pp | 27.45%-43.4pp | 32.82%-48.8pp |
| Employer contribution / active EE | $3,839 | $3,166+21.3% | $3,635+5.6% | $2,506+53.2% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $452-100.0% | $6,410-100.0% | $188-100.0% |