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 | $189,738 | $102,553+85.0% | $151,611+25.1% | $66,914+183.6% |
| Participation rate | 92.6% | 85.5%+7.1pp | 87.5%+5.1pp | 69.8%+22.8pp |
| Annual return | -16.66% | -10.82%-5.8pp | 3.33%-20.0pp | 1.58%-18.2pp |
| Employer contribution / active EE | $12,075 | $4,180+188.8% | $6,166+95.8% | $2,544+374.6% |
| Participant deferral / active EE | $15,560 | $6,641+134.3% | $8,363+86.1% | $4,237+267.3% |
| Admin fee / account holder | $7 | $630-98.9% | $11,616-99.9% | $593-98.8% |