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 | $98,173 | $65,061+50.9% | $143,757-31.7% | $66,914+46.7% |
| Participation rate | 98.4% | 65.2%+33.2pp | 80.3%+18.1pp | 69.8%+28.6pp |
| Annual return | -0.61% | -11.14%+10.5pp | -0.04%-0.6pp | 1.58%-2.2pp |
| Employer contribution / active EE | $16,584 | $2,361+602.5% | $4,951+235.0% | $2,544+551.8% |
| Participant deferral / active EE | $0 | $2,919-100.0% | $5,637-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $502-100.0% | $14,673-100.0% | $593-100.0% |