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 | $82,110 | $60,989+34.6% | $60,874+34.9% | $66,914+22.7% |
| Participation rate | 94.3% | 74.5%+19.9pp | 73.1%+21.2pp | 69.8%+24.5pp |
| Annual return | -11.69% | -9.60%-2.1pp | 16.90%-28.6pp | 1.58%-13.3pp |
| Employer contribution / active EE | $1,854 | $2,661-30.3% | $2,701-31.4% | $2,544-27.1% |
| Participant deferral / active EE | $1,987 | $3,615-45.0% | $3,817-47.9% | $4,237-53.1% |
| Admin fee / account holder | $0 | $338-100.0% | $3,224-100.0% | $593-100.0% |