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 6-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 | $103,763 | $86,897+19.4% | $151,611-31.6% | $64,808+60.1% |
| Participation rate | 94.9% | 87.3%+7.6pp | 87.5%+7.4pp | 71.5%+23.4pp |
| Annual return | -6.70% | -3.57%-3.1pp | 3.33%-10.0pp | 32.82%-39.5pp |
| Employer contribution / active EE | $3,267 | $4,010-18.5% | $6,166-47.0% | $2,506+30.4% |
| Participant deferral / active EE | $5,176 | $6,690-22.6% | $8,363-38.1% | $4,310+20.1% |
| Admin fee / account holder | $12 | $153-91.9% | $11,616-99.9% | $188-93.4% |