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 | $68,971 | $65,703+5.0% | $94,224-26.8% | $59,632+15.7% |
| Participation rate | 93.1% | 72.1%+21.0pp | 78.8%+14.3pp | 68.7%+24.4pp |
| Annual return | -1.15% | 5.22%-6.4pp | 10.68%-11.8pp | 2041.28%-2042.4pp |
| Employer contribution / active EE | $7,371 | $2,021+264.8% | $3,587+105.5% | $2,203+234.6% |
| Participant deferral / active EE | $5,786 | $3,143+84.1% | $4,320+33.9% | $3,192+81.3% |
| Admin fee / account holder | $0 | $4,264-100.0% | $6,269-100.0% | $4,297-100.0% |