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 | $99,884 | $60,989+63.8% | $60,874+64.1% | $66,914+49.3% |
| Participation rate | 98.9% | 74.5%+24.5pp | 73.1%+25.8pp | 69.8%+29.1pp |
| Annual return | -12.98% | -9.60%-3.4pp | 16.90%-29.9pp | 1.58%-14.6pp |
| Employer contribution / active EE | $3,575 | $2,661+34.4% | $2,701+32.3% | $2,544+40.5% |
| Participant deferral / active EE | $2,598 | $3,615-28.1% | $3,817-31.9% | $4,237-38.7% |
| Admin fee / account holder | $172 | $338-49.1% | $3,224-94.7% | $593-71.0% |