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 | $97,635 | $42,894+127.6% | $60,874+60.4% | $68,494+42.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -11.73% | -13.98%+2.2pp | 16.90%-28.6pp | -7.84%-3.9pp |
| Employer contribution / active EE | $3,801 | $1,978+92.2% | $2,701+40.7% | $2,596+46.4% |
| Participant deferral / active EE | $4,584 | $2,867+59.9% | $3,817+20.1% | $4,027+13.8% |
| Admin fee / account holder | $154 | $3,101-95.0% | $3,224-95.2% | $5,403-97.1% |