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 | $142,777 | $73,867+93.3% | $143,757-0.7% | $68,494+108.5% |
| Participation rate | 98.8% | 66.7%+32.2pp | 80.3%+18.5pp | 67.9%+30.9pp |
| Annual return | -16.38% | 1.01%-17.4pp | -0.04%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $4,637 | $3,184+45.6% | $4,951-6.3% | $2,596+78.6% |
| Participant deferral / active EE | $9,212 | $3,384+172.2% | $5,637+63.4% | $4,027+128.7% |
| Admin fee / account holder | $42 | $5,755-99.3% | $14,673-99.7% | $5,403-99.2% |