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 | $41,927 | $88,515-52.6% | $162,163-74.1% | $67,579-38.0% |
| Participation rate | 99.6% | 86.8%+12.8pp | 87.6%+12.1pp | 71.3%+28.3pp |
| Annual return | 22.26% | 27.04%-4.8pp | 115.59%-93.3pp | 378.56%-356.3pp |
| Employer contribution / active EE | $2,676 | $3,563-24.9% | $5,614-52.3% | $2,148+24.6% |
| Participant deferral / active EE | $0 | $5,724-100.0% | $7,298-100.0% | $3,539-100.0% |
| Admin fee / account holder | $0 | $124-100.0% | $10,843-100.0% | $142-100.0% |