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 | $109,912 | $64,707+69.9% | $112,228-2.1% | $68,494+60.5% |
| Participation rate | 85.0% | 67.2%+17.8pp | 75.1%+9.9pp | 67.9%+17.1pp |
| Annual return | -13.38% | -11.40%-2.0pp | 27.45%-40.8pp | -7.84%-5.5pp |
| Employer contribution / active EE | $7,479 | $2,746+172.4% | $3,635+105.8% | $2,596+188.0% |
| Participant deferral / active EE | $7,308 | $3,565+105.0% | $4,728+54.6% | $4,027+81.5% |
| Admin fee / account holder | $23 | $5,232-99.6% | $6,410-99.6% | $5,403-99.6% |