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 7-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 | $33,382 | $42,353-21.2% | $79,550-58.0% | $64,808-48.5% |
| Participation rate | 98.2% | 64.8%+33.5pp | 69.5%+28.8pp | 71.5%+26.8pp |
| Annual return | 10.64% | -12.24%+22.9pp | 0.16%+10.5pp | 32.82%-22.2pp |
| Employer contribution / active EE | $1,971 | $1,181+67.0% | $2,413-18.3% | $2,506-21.3% |
| Participant deferral / active EE | $0 | $3,170-100.0% | $3,985-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $6,832-100.0% | $188-100.0% |