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 | $107,122 | $82,202+30.3% | $125,339-14.5% | $64,808+65.3% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -16.23% | 3.48%-19.7pp | 572.05%-588.3pp | 32.82%-49.1pp |
| Employer contribution / active EE | $4,361 | $3,615+20.6% | $4,814-9.4% | $2,506+74.0% |
| Participant deferral / active EE | $7,144 | $7,175-0.4% | $7,446-4.1% | $4,310+65.7% |
| Admin fee / account holder | $20 | $163-87.8% | $10,010-99.8% | $188-89.4% |