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 | $28,904 | $76,670-62.3% | $96,683-70.1% | $71,457-59.6% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 18.13% | 48.29%-30.2pp | 35.69%-17.6pp | 28.85%-10.7pp |
| Employer contribution / active EE | $7,188 | $3,031+137.1% | $3,737+92.4% | $2,588+177.8% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $61 | $2,028-97.0% | $6,730-99.1% | $1,587-96.2% |