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 | $121,273 | $42,894+182.7% | $60,874+99.2% | $68,494+77.1% |
| Participation rate | 88.2% | 66.8%+21.4pp | 73.1%+15.1pp | 67.9%+20.3pp |
| Annual return | -8.76% | -13.98%+5.2pp | 16.90%-25.7pp | -7.84%-0.9pp |
| Employer contribution / active EE | $4,288 | $1,978+116.8% | $2,701+58.7% | $2,596+65.2% |
| Participant deferral / active EE | $2,091 | $2,867-27.1% | $3,817-45.2% | $4,027-48.1% |
| Admin fee / account holder | $4 | $3,101-99.9% | $3,224-99.9% | $5,403-99.9% |