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 | $164,572 | $64,119+156.7% | $112,228+46.6% | $66,914+145.9% |
| Participation rate | 99.2% | 68.5%+30.7pp | 75.1%+24.1pp | 69.8%+29.4pp |
| Annual return | -8.35% | -13.81%+5.5pp | 27.45%-35.8pp | 1.58%-9.9pp |
| Employer contribution / active EE | $22,554 | $3,005+650.5% | $3,635+520.5% | $2,544+786.5% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |