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 | $129,847 | $72,607+78.8% | $90,749+43.1% | $66,914+94.0% |
| Participation rate | 97.2% | 73.7%+23.5pp | 75.7%+21.5pp | 69.8%+27.4pp |
| Annual return | -13.35% | -12.28%-1.1pp | -12.16%-1.2pp | 1.58%-14.9pp |
| Employer contribution / active EE | $7,016 | $2,369+196.2% | $2,921+140.2% | $2,544+175.8% |
| Participant deferral / active EE | $8,129 | $3,977+104.4% | $4,564+78.1% | $4,237+91.9% |
| Admin fee / account holder | $0 | $707-100.0% | $8,445-100.0% | $593-100.0% |