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 | $99,419 | $60,989+63.0% | $60,874+63.3% | $66,914+48.6% |
| Participation rate | 97.1% | 74.5%+22.6pp | 73.1%+24.0pp | 69.8%+27.3pp |
| Annual return | -8.75% | -9.60%+0.8pp | 16.90%-25.6pp | 1.58%-10.3pp |
| Employer contribution / active EE | $3,354 | $2,661+26.1% | $2,701+24.2% | $2,544+31.8% |
| Participant deferral / active EE | $4,637 | $3,615+28.3% | $3,817+21.5% | $4,237+9.4% |
| Admin fee / account holder | $160 | $338-52.7% | $3,224-95.0% | $593-73.0% |