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 | $206,221 | $64,119+221.6% | $112,228+83.8% | $66,914+208.2% |
| Participation rate | 97.3% | 68.5%+28.8pp | 75.1%+22.2pp | 69.8%+27.5pp |
| Annual return | -6.14% | -13.81%+7.7pp | 27.45%-33.6pp | 1.58%-7.7pp |
| Employer contribution / active EE | $10,318 | $3,005+243.3% | $3,635+183.9% | $2,544+305.6% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |