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 | $83,232 | $63,442+31.2% | $68,791+21.0% | $66,914+24.4% |
| Participation rate | 98.2% | 60.0%+38.2pp | 69.0%+29.2pp | 69.8%+28.4pp |
| Annual return | -5.52% | -8.29%+2.8pp | -6.38%+0.9pp | 1.58%-7.1pp |
| Employer contribution / active EE | $7,184 | $1,775+304.8% | $2,655+170.6% | $2,544+182.4% |
| Participant deferral / active EE | $0 | $2,945-100.0% | $3,941-100.0% | $4,237-100.0% |
| Admin fee / account holder | $14 | $577-97.5% | $4,932-99.7% | $593-97.6% |