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 3-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 | $85,813 | $76,050+12.8% | $96,544-11.1% | $71,457+20.1% |
| Participation rate | 83.4% | 74.4%+9.0pp | 76.0%+7.4pp | 67.9%+15.5pp |
| Annual return | 0.00% | 22.81%-22.8pp | 25.84%-25.8pp | 28.85%-28.8pp |
| Employer contribution / active EE | $23,641 | $2,244+953.4% | $2,965+697.4% | $2,588+813.6% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $2,707-100.0% | $8,252-100.0% | $1,587-100.0% |