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 5-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 | $73,307 | $71,142+3.0% | $119,609-38.7% | $64,808+13.1% |
| Participation rate | 96.6% | 78.6%+18.0pp | 79.3%+17.3pp | 71.5%+25.1pp |
| Annual return | 27.17% | -10.01%+37.2pp | -14.97%+42.1pp | 32.82%-5.6pp |
| Employer contribution / active EE | $4,131 | $2,497+65.4% | $4,232-2.4% | $2,506+64.9% |
| Participant deferral / active EE | $0 | $4,490-100.0% | $5,602-100.0% | $4,310-100.0% |
| Admin fee / account holder | $0 | $162-99.8% | $10,323-100.0% | $188-99.9% |