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 | $106,182 | $88,874+19.5% | $123,544-14.1% | $75,289+41.0% |
| Participation rate | 90.3% | 75.9%+14.5pp | 82.3%+8.1pp | 72.4%+17.9pp |
| Annual return | -4.22% | 4.22%-8.4pp | 119.20%-123.4pp | -0.04%-4.2pp |
| Employer contribution / active EE | $3,354 | $3,256+3.0% | $4,628-27.5% | $2,405+39.5% |
| Participant deferral / active EE | $2,696 | $6,174-56.3% | $6,426-58.0% | $3,739-27.9% |
| Admin fee / account holder | $0 | $95-100.0% | $9,284-100.0% | $102-100.0% |