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 | $115,791 | $76,774+50.8% | $112,228+3.2% | $77,904+48.6% |
| Participation rate | 97.3% | 80.2%+17.1pp | 75.1%+22.2pp | 73.7%+23.6pp |
| Annual return | 0.88% | -10.25%+11.1pp | 27.45%-26.6pp | 12.21%-11.3pp |
| Employer contribution / active EE | $6,385 | $3,977+60.5% | $3,635+75.7% | $2,848+124.2% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $0 | $239-100.0% | $6,410-100.0% | $133-100.0% |