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 7-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 | $49,838 | $84,487-41.0% | $125,339-60.2% | $66,914-25.5% |
| Participation rate | 88.7% | 76.4%+12.3pp | 82.4%+6.3pp | 69.8%+18.9pp |
| Annual return | -8.36% | -8.39%0pp | 572.05%-580.4pp | 1.58%-9.9pp |
| Employer contribution / active EE | $4,475 | $3,553+26.0% | $4,814-7.0% | $2,544+75.9% |
| Participant deferral / active EE | $8,785 | $6,781+29.5% | $7,446+18.0% | $4,237+107.3% |
| Admin fee / account holder | $287 | $685-58.1% | $10,010-97.1% | $593-51.7% |