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 5-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 | $34,547 | $70,908-51.3% | $98,907-65.1% | $73,488-53.0% |
| Participation rate | 88.5% | 73.8%+14.7pp | 76.0%+12.4pp | 70.7%+17.8pp |
| Annual return | 0.00% | 34.17%-34.2pp | 196.43%-196.4pp | 28.51%-28.5pp |
| Employer contribution / active EE | $4,166 | $2,036+104.6% | $2,689+54.9% | $2,270+83.5% |
| Participant deferral / active EE | $0 | $3,500-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $535-100.0% | $6,642-100.0% | $513-100.0% |