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 | $82,024 | $42,548+92.8% | $74,550+10.0% | $56,287+45.7% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.1%+30.9pp | 69.9%+30.1pp |
| Annual return | -3.72% | 12.40%-16.1pp | 32.53%-36.3pp | -9.96%+6.2pp |
| Employer contribution / active EE | $7,862 | $855+819.4% | $1,961+300.9% | $2,111+272.4% |
| Participant deferral / active EE | $0 | $2,277-100.0% | $3,108-100.0% | $3,350-100.0% |
| Admin fee / account holder | $12 | $467-97.4% | $5,060-99.8% | $521-97.6% |