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 | $70,750 | $42,894+64.9% | $60,874+16.2% | $68,494+3.3% |
| Participation rate | 89.3% | 66.8%+22.5pp | 73.1%+16.2pp | 67.9%+21.4pp |
| Annual return | -8.51% | -13.98%+5.5pp | 16.90%-25.4pp | -7.84%-0.7pp |
| Employer contribution / active EE | $1,915 | $1,978-3.2% | $2,701-29.1% | $2,596-26.2% |
| Participant deferral / active EE | $3,398 | $2,867+18.5% | $3,817-11.0% | $4,027-15.6% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |