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 | $177,866 | $51,197+247.4% | $82,719+115.0% | $66,914+165.8% |
| Participation rate | 87.7% | 67.8%+19.9pp | 72.6%+15.1pp | 69.8%+17.9pp |
| Annual return | -9.87% | -9.64%-0.2pp | 701.18%-711.1pp | 1.58%-11.5pp |
| Employer contribution / active EE | $4,383 | $2,611+67.9% | $3,009+45.7% | $2,544+72.3% |
| Participant deferral / active EE | $4,822 | $3,458+39.4% | $4,395+9.7% | $4,237+13.8% |
| Admin fee / account holder | $25 | $416-94.0% | $5,329-99.5% | $593-95.8% |