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 3-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 | $103,899 | $71,802+44.7% | $133,980-22.5% | $57,658+80.2% |
| Participation rate | 91.6% | 85.5%+6.2pp | 87.1%+4.6pp | 70.2%+21.4pp |
| Annual return | 0.00% | 13.51%-13.5pp | 29.30%-29.3pp | 5.13%-5.1pp |
| Employer contribution / active EE | $1,972 | $3,161-37.6% | $5,211-62.2% | $1,974-0.1% |
| Participant deferral / active EE | $5,254 | $4,606+14.1% | $6,282-16.4% | $3,061+71.7% |
| Admin fee / account holder | $27 | $88-68.7% | $9,324-99.7% | $95-71.0% |