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 | $87,119 | $62,603+39.2% | $104,294-16.5% | $66,914+30.2% |
| Participation rate | 96.2% | 59.6%+36.6pp | 73.3%+23.0pp | 69.8%+26.4pp |
| Annual return | 1.88% | -14.70%+16.6pp | 24.61%-22.7pp | 1.58%+0.3pp |
| Employer contribution / active EE | $9,801 | $1,972+397.1% | $3,372+190.7% | $2,544+285.2% |
| Participant deferral / active EE | $0 | $2,853-100.0% | $4,625-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $656-100.0% | $7,339-100.0% | $593-100.0% |