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 | $90,210 | $46,360+94.6% | $147,614-38.9% | $52,331+72.4% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | 0.50% | 1.62%-1.1pp | 61.98%-61.5pp | 4.54%-4.0pp |
| Employer contribution / active EE | $2,433 | $2,126+14.4% | $5,564-56.3% | $1,882+29.3% |
| Participant deferral / active EE | $3,061 | $2,258+35.6% | $4,895-37.5% | $3,022+1.3% |
| Admin fee / account holder | $3 | $766-99.6% | $11,611-100.0% | $592-99.5% |