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 | $80,918 | $49,451+63.6% | $79,550+1.7% | $66,914+20.9% |
| Participation rate | 86.6% | 61.3%+25.2pp | 69.5%+17.1pp | 69.8%+16.8pp |
| Annual return | 2.81% | 84.25%-81.4pp | 0.16%+2.6pp | 1.58%+1.2pp |
| Employer contribution / active EE | $1,258 | $1,266-0.6% | $2,413-47.9% | $2,544-50.6% |
| Participant deferral / active EE | $2,758 | $3,159-12.7% | $3,985-30.8% | $4,237-34.9% |
| Admin fee / account holder | $0 | $595-100.0% | $6,832-100.0% | $593-100.0% |