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 | $98,884 | $42,894+130.5% | $60,874+62.4% | $68,494+44.4% |
| Participation rate | 97.5% | 66.8%+30.7pp | 73.1%+24.4pp | 67.9%+29.6pp |
| Annual return | -12.51% | -13.98%+1.5pp | 16.90%-29.4pp | -7.84%-4.7pp |
| Employer contribution / active EE | $9,661 | $1,978+388.4% | $2,701+257.6% | $2,596+272.1% |
| Participant deferral / active EE | $4,561 | $2,867+59.1% | $3,817+19.5% | $4,027+13.2% |
| Admin fee / account holder | $27 | $3,101-99.1% | $3,224-99.2% | $5,403-99.5% |