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 | $111,750 | $59,159+88.9% | $159,960-30.1% | $66,914+67.0% |
| Participation rate | 73.4% | 68.1%+5.3pp | 78.0%-4.5pp | 69.8%+3.6pp |
| Annual return | -15.71% | -12.26%-3.5pp | 408.60%-424.3pp | 1.58%-17.3pp |
| Employer contribution / active EE | $3,555 | $1,983+79.3% | $4,226-15.9% | $2,544+39.7% |
| Participant deferral / active EE | $5,549 | $4,395+26.3% | $6,182-10.2% | $4,237+31.0% |
| Admin fee / account holder | $10 | $591-98.4% | $8,698-99.9% | $593-98.4% |