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 | $74,803 | $49,451+51.3% | $79,550-6.0% | $66,914+11.8% |
| Participation rate | 75.7% | 61.3%+14.3pp | 69.5%+6.2pp | 69.8%+5.9pp |
| Annual return | -14.98% | 84.25%-99.2pp | 0.16%-15.1pp | 1.58%-16.6pp |
| Employer contribution / active EE | $868 | $1,266-31.4% | $2,413-64.0% | $2,544-65.9% |
| Participant deferral / active EE | $4,464 | $3,159+41.3% | $3,985+12.0% | $4,237+5.4% |
| Admin fee / account holder | $73 | $595-87.7% | $6,832-98.9% | $593-87.7% |