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 | $132,595 | $79,124+67.6% | $60,874+117.8% | $64,808+104.6% |
| Participation rate | 97.2% | 77.7%+19.5pp | 73.1%+24.1pp | 71.5%+25.7pp |
| Annual return | -11.01% | -7.13%-3.9pp | 16.90%-27.9pp | 32.82%-43.8pp |
| Employer contribution / active EE | $4,071 | $3,050+33.5% | $2,701+50.7% | $2,506+62.5% |
| Participant deferral / active EE | $4,323 | $3,725+16.0% | $3,817+13.3% | $4,310+0.3% |
| Admin fee / account holder | $89 | $106-15.7% | $3,224-97.2% | $188-52.6% |