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 | $89,098 | $65,061+36.9% | $143,757-38.0% | $66,914+33.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 80.3%+19.7pp | 69.8%+30.2pp |
| Annual return | -11.61% | -11.14%-0.5pp | -0.04%-11.6pp | 1.58%-13.2pp |
| Employer contribution / active EE | $6,372 | $2,361+169.9% | $4,951+28.7% | $2,544+150.5% |
| Participant deferral / active EE | $4,029 | $2,919+38.0% | $5,637-28.5% | $4,237-4.9% |
| Admin fee / account holder | $51 | $502-89.9% | $14,673-99.7% | $593-91.4% |