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 | $66,165 | $60,989+8.5% | $60,874+8.7% | $66,914-1.1% |
| Participation rate | 96.1% | 74.5%+21.6pp | 73.1%+23.0pp | 69.8%+26.3pp |
| Annual return | -14.76% | -9.60%-5.2pp | 16.90%-31.7pp | 1.58%-16.3pp |
| Employer contribution / active EE | $3,784 | $2,661+42.2% | $2,701+40.1% | $2,544+48.7% |
| Participant deferral / active EE | $5,137 | $3,615+42.1% | $3,817+34.6% | $4,237+21.2% |
| Admin fee / account holder | $0 | $338-100.0% | $3,224-100.0% | $593-100.0% |