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 | $75,605 | $82,202-8.0% | $125,339-39.7% | $64,808+16.7% |
| Participation rate | 76.4% | 77.9%-1.4pp | 82.4%-5.9pp | 71.5%+5.0pp |
| Annual return | 6.97% | 3.48%+3.5pp | 572.05%-565.1pp | 32.82%-25.8pp |
| Employer contribution / active EE | $3,392 | $3,615-6.2% | $4,814-29.5% | $2,506+35.4% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,010-100.0% | $188-100.0% |