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 | $98,331 | $53,412+84.1% | $68,509+43.5% | $52,331+87.9% |
| Participation rate | 95.0% | 71.7%+23.4pp | 74.7%+20.3pp | 68.1%+26.9pp |
| Annual return | 0.21% | 3.42%-3.2pp | 8.27%-8.1pp | 4.54%-4.3pp |
| Employer contribution / active EE | $6,447 | $1,607+301.1% | $2,278+183.0% | $1,882+242.6% |
| Participant deferral / active EE | $7,074 | $2,688+163.2% | $3,382+109.1% | $3,022+134.1% |
| Admin fee / account holder | $0 | $461-100.0% | $5,275-100.0% | $592-100.0% |