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 | $77,831 | $64,119+21.4% | $112,228-30.6% | $66,914+16.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -17.51% | -13.81%-3.7pp | 27.45%-45.0pp | 1.58%-19.1pp |
| Employer contribution / active EE | $9,255 | $3,005+207.9% | $3,635+154.6% | $2,544+263.8% |
| Participant deferral / active EE | $3,135 | $3,693-15.1% | $4,728-33.7% | $4,237-26.0% |
| Admin fee / account holder | $72 | $625-88.4% | $6,410-98.9% | $593-87.8% |