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 | $149,996 | $71,883+108.7% | $86,677+73.1% | $68,494+119.0% |
| Participation rate | 89.2% | 72.2%+17.0pp | 76.6%+12.7pp | 67.9%+21.4pp |
| Annual return | -14.20% | 3.52%-17.7pp | 35.91%-50.1pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,153 | $2,173-46.9% | $2,836-59.3% | $2,596-55.6% |
| Participant deferral / active EE | $5,801 | $3,779+53.5% | $4,656+24.6% | $4,027+44.1% |
| Admin fee / account holder | $10 | $6,112-99.8% | $7,493-99.9% | $5,403-99.8% |