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 | $87,174 | $84,000+3.8% | $119,609-27.1% | $77,904+11.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 79.3%+20.7pp | 73.7%+26.3pp |
| Annual return | -13.85% | -11.59%-2.3pp | -14.97%+1.1pp | 12.21%-26.1pp |
| Employer contribution / active EE | $1,140 | $2,907-60.8% | $4,232-73.1% | $2,848-60.0% |
| Participant deferral / active EE | $5,338 | $4,705+13.5% | $5,602-4.7% | $4,806+11.1% |
| Admin fee / account holder | $126 | $116+8.7% | $10,323-98.8% | $133-5.0% |