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 9-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 | $65,101 | $33,067+96.9% | $76,523-14.9% | $56,287+15.7% |
| Participation rate | 100.0% | 55.4%+44.6pp | 68.0%+32.0pp | 69.9%+30.1pp |
| Annual return | -3.51% | 2.72%-6.2pp | -0.27%-3.2pp | -9.96%+6.4pp |
| Employer contribution / active EE | $10,884 | $1,200+806.8% | $2,647+311.2% | $2,111+415.6% |
| Participant deferral / active EE | $0 | $2,240-100.0% | $3,835-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1 | $537-99.7% | $4,848-100.0% | $521-99.7% |