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 | $99,802 | $65,435+52.5% | $86,677+15.1% | $66,914+49.1% |
| Participation rate | 99.5% | 75.5%+24.0pp | 76.6%+22.9pp | 69.8%+29.7pp |
| Annual return | -15.69% | -10.89%-4.8pp | 35.91%-51.6pp | 1.58%-17.3pp |
| Employer contribution / active EE | $3,881 | $2,153+80.2% | $2,836+36.8% | $2,544+52.5% |
| Participant deferral / active EE | $0 | $4,100-100.0% | $4,656-100.0% | $4,237-100.0% |
| Admin fee / account holder | $282 | $642-56.0% | $7,493-96.2% | $593-52.4% |