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 | $147,952 | $79,523+86.0% | $140,016+5.7% | $56,287+162.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 87.5%+12.5pp | 69.9%+30.1pp |
| Annual return | -4.96% | 2.39%-7.3pp | 651.12%-656.1pp | -9.96%+5.0pp |
| Employer contribution / active EE | $6,576 | $3,350+96.3% | $5,606+17.3% | $2,111+211.5% |
| Participant deferral / active EE | $4,903 | $5,129-4.4% | $6,927-29.2% | $3,350+46.4% |
| Admin fee / account holder | $0 | $614-100.0% | $10,705-100.0% | $521-100.0% |