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 | $103,180 | $72,607+42.1% | $90,749+13.7% | $66,914+54.2% |
| Participation rate | 94.6% | 73.7%+20.9pp | 75.7%+18.9pp | 69.8%+24.8pp |
| Annual return | -13.41% | -12.28%-1.1pp | -12.16%-1.2pp | 1.58%-15.0pp |
| Employer contribution / active EE | $7,415 | $2,369+213.1% | $2,921+153.9% | $2,544+191.5% |
| Participant deferral / active EE | $0 | $3,977-100.0% | $4,564-100.0% | $4,237-100.0% |
| Admin fee / account holder | $70 | $707-90.2% | $8,445-99.2% | $593-88.3% |