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 | $72,292 | $102,553-29.5% | $151,611-52.3% | $66,914+8.0% |
| Participation rate | 92.1% | 85.5%+6.6pp | 87.5%+4.6pp | 69.8%+22.3pp |
| Annual return | -11.78% | -10.82%-1.0pp | 3.33%-15.1pp | 1.58%-13.4pp |
| Employer contribution / active EE | $5,619 | $4,180+34.4% | $6,166-8.9% | $2,544+120.9% |
| Participant deferral / active EE | $9,229 | $6,641+39.0% | $8,363+10.4% | $4,237+117.8% |
| Admin fee / account holder | $70 | $630-88.8% | $11,616-99.4% | $593-88.1% |