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 | $63,965 | $55,230+15.8% | $79,550-19.6% | - |
| Participation rate | 100.0% | 62.4%+37.6pp | 69.5%+30.5pp | - |
| Annual return | 13.42% | -17.05%+30.5pp | 0.16%+13.3pp | - |
| Employer contribution / active EE | $5,201 | $1,304+298.8% | $2,413+115.5% | - |
| Participant deferral / active EE | $0 | $2,804-100.0% | $3,985-100.0% | - |
| Admin fee / account holder | $14 | $7,320-99.8% | $6,832-99.8% | - |