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 6-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 | $198,561 | $48,265+311.4% | $68,791+188.6% | $68,494+189.9% |
| Participation rate | 97.3% | 60.7%+36.6pp | 69.0%+28.3pp | 67.9%+29.4pp |
| Annual return | 4.32% | -12.71%+17.0pp | -6.38%+10.7pp | -7.84%+12.2pp |
| Employer contribution / active EE | $19,935 | $1,829+990.1% | $2,655+650.8% | $2,596+667.8% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,941-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $4,355-100.0% | $4,932-100.0% | $5,403-100.0% |