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 6-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 | $92,285 | $56,503+63.3% | $70,092+31.7% | $64,808+42.4% |
| Participation rate | 100.0% | 70.5%+29.5pp | 70.5%+29.5pp | 71.5%+28.5pp |
| Annual return | -10.86% | -13.44%+2.6pp | 190.73%-201.6pp | 32.82%-43.7pp |
| Employer contribution / active EE | $9,018 | $2,046+340.7% | $2,559+252.4% | $2,506+259.9% |
| Participant deferral / active EE | $0 | $3,389-100.0% | $3,849-100.0% | $4,310-100.0% |
| Admin fee / account holder | $6 | $160-96.4% | $6,267-99.9% | $188-96.9% |