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 4-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 | $45,381 | $42,353+7.1% | $79,550-43.0% | $64,808-30.0% |
| Participation rate | 97.5% | 64.8%+32.7pp | 69.5%+28.0pp | 71.5%+26.0pp |
| Annual return | -12.92% | -12.24%-0.7pp | 0.16%-13.1pp | 32.82%-45.7pp |
| Employer contribution / active EE | $5,939 | $1,181+403.1% | $2,413+146.1% | $2,506+137.0% |
| Participant deferral / active EE | $0 | $3,170-100.0% | $3,985-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $160-100.0% | $6,832-100.0% | $188-100.0% |