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 | $77,326 | $71,883+7.6% | $86,677-10.8% | $68,494+12.9% |
| Participation rate | 75.0% | 72.2%+2.8pp | 76.6%-1.6pp | 67.9%+7.1pp |
| Annual return | -4.72% | 3.52%-8.2pp | 35.91%-40.6pp | -7.84%+3.1pp |
| Employer contribution / active EE | $3,245 | $2,173+49.4% | $2,836+14.4% | $2,596+25.0% |
| Participant deferral / active EE | $0 | $3,779-100.0% | $4,656-100.0% | $4,027-100.0% |
| Admin fee / account holder | $40 | $6,112-99.3% | $7,493-99.5% | $5,403-99.3% |