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 | $54,391 | $52,903+2.8% | $73,307-25.8% | $59,632-8.8% |
| Participation rate | 84.2% | 68.2%+16.0pp | 74.9%+9.3pp | 68.7%+15.5pp |
| Annual return | -1.02% | 12.20%-13.2pp | 5.67%-6.7pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $3,306 | $1,909+73.2% | $3,237+2.1% | $2,203+50.1% |
| Participant deferral / active EE | $3,657 | $4,069-10.1% | $4,991-26.7% | $3,192+14.6% |
| Admin fee / account holder | $0 | $3,834-100.0% | $5,637-100.0% | $4,297-100.0% |