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 | $136,535 | $73,867+84.8% | $143,757-5.0% | $68,494+99.3% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -3.26% | 1.01%-4.3pp | -0.04%-3.2pp | -7.84%+4.6pp |
| Employer contribution / active EE | $5,767 | $3,184+81.1% | $4,951+16.5% | $2,596+122.1% |
| Participant deferral / active EE | $3,117 | $3,384-7.9% | $5,637-44.7% | $4,027-22.6% |
| Admin fee / account holder | $40 | $5,755-99.3% | $14,673-99.7% | $5,403-99.3% |