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 | $58,606 | $81,321-27.9% | $68,509-14.5% | $59,188-1.0% |
| Participation rate | 87.8% | 83.8%+4.0pp | 74.7%+13.1pp | 69.4%+18.4pp |
| Annual return | 0.85% | 4.65%-3.8pp | 8.27%-7.4pp | 5.51%-4.7pp |
| Employer contribution / active EE | $3,910 | $3,297+18.6% | $2,278+71.7% | $2,098+86.4% |
| Participant deferral / active EE | $2,579 | $4,592-43.8% | $3,382-23.7% | $3,265-21.0% |
| Admin fee / account holder | $0 | $62-100.0% | $5,275-100.0% | $92-100.0% |