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 | $112,763 | $73,867+52.7% | $143,757-21.6% | $68,494+64.6% |
| Participation rate | 96.7% | 66.7%+30.1pp | 80.3%+16.4pp | 67.9%+28.9pp |
| Annual return | -0.61% | 1.01%-1.6pp | -0.04%-0.6pp | -7.84%+7.2pp |
| Employer contribution / active EE | $12,027 | $3,184+277.7% | $4,951+142.9% | $2,596+363.2% |
| Participant deferral / active EE | $0 | $3,384-100.0% | $5,637-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $5,755-100.0% | $14,673-100.0% | $5,403-100.0% |