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 | $65,044 | $42,548+52.9% | $74,550-12.8% | $56,287+15.6% |
| Participation rate | 99.4% | 60.5%+38.9pp | 69.1%+30.2pp | 69.9%+29.5pp |
| Annual return | -5.09% | 12.40%-17.5pp | 32.53%-37.6pp | -9.96%+4.9pp |
| Employer contribution / active EE | $10,831 | $855+1166.7% | $1,961+452.4% | $2,111+413.1% |
| Participant deferral / active EE | $0 | $2,277-100.0% | $3,108-100.0% | $3,350-100.0% |
| Admin fee / account holder | $0 | $467-100.0% | $5,060-100.0% | $521-100.0% |