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 8-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 | $43,716 | $60,989-28.3% | $60,874-28.2% | $66,914-34.7% |
| Participation rate | 76.9% | 74.5%+2.4pp | 73.1%+3.8pp | 69.8%+7.1pp |
| Annual return | -4.34% | -9.60%+5.3pp | 16.90%-21.2pp | 1.58%-5.9pp |
| Employer contribution / active EE | $3,100 | $2,661+16.5% | $2,701+14.8% | $2,544+21.9% |
| Participant deferral / active EE | $6,173 | $3,615+70.8% | $3,817+61.7% | $4,237+45.7% |
| Admin fee / account holder | $9 | $338-97.5% | $3,224-99.7% | $593-98.6% |