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 | $51,789 | $99,016-47.7% | $93,789-44.8% | $66,914-22.6% |
| Participation rate | 93.5% | 82.1%+11.4pp | 81.0%+12.6pp | 69.8%+23.7pp |
| Annual return | -15.78% | -14.59%-1.2pp | -11.33%-4.5pp | 1.58%-17.4pp |
| Employer contribution / active EE | $4,222 | $4,769-11.5% | $4,323-2.3% | $2,544+65.9% |
| Participant deferral / active EE | $3,763 | $6,689-43.8% | $6,094-38.3% | $4,237-11.2% |
| Admin fee / account holder | $237 | $477-50.3% | $7,195-96.7% | $593-60.0% |