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 | $28,161 | $64,871-56.6% | $129,110-78.2% | $66,914-57.9% |
| Participation rate | 96.8% | 74.0%+22.9pp | 77.3%+19.6pp | 69.8%+27.0pp |
| Annual return | -14.33% | -12.21%-2.1pp | -10.94%-3.4pp | 1.58%-15.9pp |
| Employer contribution / active EE | $6,453 | $3,741+72.5% | $5,052+27.7% | $2,544+153.6% |
| Participant deferral / active EE | $8,939 | $5,090+75.6% | $6,542+36.6% | $4,237+111.0% |
| Admin fee / account holder | $108 | $629-82.8% | $14,302-99.2% | $593-81.8% |