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 9-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 | $76,462 | $64,119+19.2% | $112,228-31.9% | $66,914+14.3% |
| Participation rate | 99.0% | 68.5%+30.5pp | 75.1%+23.9pp | 69.8%+29.2pp |
| Annual return | 0.88% | -13.81%+14.7pp | 27.45%-26.6pp | 1.58%-0.7pp |
| Employer contribution / active EE | $11,818 | $3,005+293.2% | $3,635+225.2% | $2,544+364.5% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $0 | $625-100.0% | $6,410-100.0% | $593-100.0% |