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 9-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 | $71,162 | $82,202-13.4% | $125,339-43.2% | $64,808+9.8% |
| Participation rate | 98.1% | 77.9%+20.3pp | 82.4%+15.8pp | 71.5%+26.7pp |
| Annual return | -12.76% | 3.48%-16.2pp | 572.05%-584.8pp | 32.82%-45.6pp |
| Employer contribution / active EE | $7,774 | $3,615+115.0% | $4,814+61.5% | $2,506+210.3% |
| Participant deferral / active EE | $11,269 | $7,175+57.1% | $7,446+51.3% | $4,310+161.4% |
| Admin fee / account holder | $2 | $163-98.5% | $10,010-100.0% | $188-98.7% |