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 | $153,438 | $102,553+49.6% | $151,611+1.2% | $66,914+129.3% |
| Participation rate | 98.2% | 85.5%+12.7pp | 87.5%+10.8pp | 69.8%+28.4pp |
| Annual return | -14.67% | -10.82%-3.8pp | 3.33%-18.0pp | 1.58%-16.3pp |
| Employer contribution / active EE | $4,596 | $4,180+9.9% | $6,166-25.5% | $2,544+80.6% |
| Participant deferral / active EE | $7,709 | $6,641+16.1% | $8,363-7.8% | $4,237+82.0% |
| Admin fee / account holder | $2 | $630-99.7% | $11,616-100.0% | $593-99.6% |