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 | $187,639 | $79,523+136.0% | $140,016+34.0% | $56,287+233.4% |
| Participation rate | 95.7% | 85.7%+9.9pp | 87.5%+8.2pp | 69.9%+25.8pp |
| Annual return | -5.04% | 2.39%-7.4pp | 651.12%-656.2pp | -9.96%+4.9pp |
| Employer contribution / active EE | $2,640 | $3,350-21.2% | $5,606-52.9% | $2,111+25.1% |
| Participant deferral / active EE | $10,418 | $5,129+103.1% | $6,927+50.4% | $3,350+211.0% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |