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 | $61,926 | $44,642+38.7% | $91,220-32.1% | $66,914-7.5% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.2%+26.8pp | 69.8%+30.2pp |
| Annual return | -14.49% | -12.29%-2.2pp | 114.01%-128.5pp | 1.58%-16.1pp |
| Employer contribution / active EE | $2,480 | $1,706+45.4% | $2,850-13.0% | $2,544-2.5% |
| Participant deferral / active EE | $4,204 | $3,349+25.5% | $4,234-0.7% | $4,237-0.8% |
| Admin fee / account holder | $53 | $521-89.9% | $5,420-99.0% | $593-91.1% |