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 4-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 | $76,108 | $72,607+4.8% | $90,749-16.1% | $66,914+13.7% |
| Participation rate | 89.8% | 73.7%+16.1pp | 75.7%+14.1pp | 69.8%+20.0pp |
| Annual return | -12.68% | -12.28%-0.4pp | -12.16%-0.5pp | 1.58%-14.3pp |
| Employer contribution / active EE | $17,114 | $2,369+622.5% | $2,921+485.9% | $2,544+572.7% |
| Participant deferral / active EE | $0 | $3,977-100.0% | $4,564-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $707-100.0% | $8,445-100.0% | $593-100.0% |