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 | $42,780 | $86,897-50.8% | $151,611-71.8% | $64,808-34.0% |
| Participation rate | 99.3% | 87.3%+12.0pp | 87.5%+11.8pp | 71.5%+27.8pp |
| Annual return | 20.65% | -3.57%+24.2pp | 3.33%+17.3pp | 32.82%-12.2pp |
| Employer contribution / active EE | $3,207 | $4,010-20.0% | $6,166-48.0% | $2,506+28.0% |
| Participant deferral / active EE | $0 | $6,690-100.0% | $8,363-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $153-99.9% | $11,616-100.0% | $188-99.9% |