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 9-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 | $68,766 | $64,119+7.2% | $112,228-38.7% | $66,914+2.8% |
| Participation rate | 98.4% | 68.5%+29.9pp | 75.1%+23.3pp | 69.8%+28.6pp |
| Annual return | 0.57% | -13.81%+14.4pp | 27.45%-26.9pp | 1.58%-1.0pp |
| Employer contribution / active EE | $1,317 | $3,005-56.2% | $3,635-63.8% | $2,544-48.2% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |