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 | $84,914 | $42,894+98.0% | $60,874+39.5% | $68,494+24.0% |
| Participation rate | 89.7% | 66.8%+22.9pp | 73.1%+16.6pp | 67.9%+21.8pp |
| Annual return | -7.55% | -13.98%+6.4pp | 16.90%-24.4pp | -7.84%+0.3pp |
| Employer contribution / active EE | $5,946 | $1,978+200.6% | $2,701+120.1% | $2,596+129.0% |
| Participant deferral / active EE | $3,223 | $2,867+12.4% | $3,817-15.5% | $4,027-20.0% |
| Admin fee / account holder | $0 | $3,101-100.0% | $3,224-100.0% | $5,403-100.0% |