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 | $122,131 | $60,989+100.3% | $60,874+100.6% | $66,914+82.5% |
| Participation rate | 98.3% | 74.5%+23.8pp | 73.1%+25.2pp | 69.8%+28.5pp |
| Annual return | -11.15% | -9.60%-1.6pp | 16.90%-28.0pp | 1.58%-12.7pp |
| Employer contribution / active EE | $7,760 | $2,661+191.7% | $2,701+187.3% | $2,544+205.0% |
| Participant deferral / active EE | $3,420 | $3,615-5.4% | $3,817-10.4% | $4,237-19.3% |
| Admin fee / account holder | $0 | $338-100.0% | $3,224-100.0% | $593-100.0% |