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 | $80,091 | $73,867+8.4% | $143,757-44.3% | $68,494+16.9% |
| Participation rate | 98.0% | 66.7%+31.3pp | 80.3%+17.7pp | 67.9%+30.1pp |
| Annual return | -12.85% | 1.01%-13.9pp | -0.04%-12.8pp | -7.84%-5.0pp |
| Employer contribution / active EE | $4,337 | $3,184+36.2% | $4,951-12.4% | $2,596+67.0% |
| Participant deferral / active EE | $4,670 | $3,384+38.0% | $5,637-17.2% | $4,027+16.0% |
| Admin fee / account holder | $52 | $5,755-99.1% | $14,673-99.6% | $5,403-99.0% |