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 | $80,634 | $62,603+28.8% | $104,294-22.7% | $66,914+20.5% |
| Participation rate | 98.4% | 59.6%+38.8pp | 73.3%+25.2pp | 69.8%+28.6pp |
| Annual return | -4.55% | -14.70%+10.1pp | 24.61%-29.2pp | 1.58%-6.1pp |
| Employer contribution / active EE | $5,992 | $1,972+203.9% | $3,372+77.7% | $2,544+135.5% |
| Participant deferral / active EE | $4,821 | $2,853+69.0% | $4,625+4.2% | $4,237+13.8% |
| Admin fee / account holder | $99 | $656-84.8% | $7,339-98.6% | $593-83.2% |