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 5-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 | $72,245 | $69,362+4.2% | $101,248-28.6% | $73,488-1.7% |
| Participation rate | 97.0% | 68.4%+28.6pp | 75.8%+21.2pp | 70.7%+26.3pp |
| Annual return | 0.00% | 18.46%-18.5pp | 46.47%-46.5pp | 28.51%-28.5pp |
| Employer contribution / active EE | $27,142 | $2,628+932.7% | $3,660+641.7% | $2,270+1095.6% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $0 | $704-100.0% | $5,945-100.0% | $513-100.0% |