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 | $160,027 | $65,061+146.0% | $143,757+11.3% | $66,914+139.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -14.19% | -11.14%-3.1pp | -0.04%-14.2pp | 1.58%-15.8pp |
| Employer contribution / active EE | $8,789 | $2,361+272.3% | $4,951+77.5% | $2,544+245.4% |
| Participant deferral / active EE | $6,690 | $2,919+129.2% | $5,637+18.7% | $4,237+57.9% |
| Admin fee / account holder | $22 | $502-95.6% | $14,673-99.8% | $593-96.3% |