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 | $133,507 | $51,197+160.8% | $82,719+61.4% | $66,914+99.5% |
| Participation rate | 99.0% | 67.8%+31.2pp | 72.6%+26.5pp | 69.8%+29.2pp |
| Annual return | -13.62% | -9.64%-4.0pp | 701.18%-714.8pp | 1.58%-15.2pp |
| Employer contribution / active EE | $8,768 | $2,611+235.8% | $3,009+191.4% | $2,544+244.6% |
| Participant deferral / active EE | $8,968 | $3,458+159.4% | $4,395+104.1% | $4,237+111.7% |
| Admin fee / account holder | $2 | $416-99.6% | $5,329-100.0% | $593-99.7% |