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 | $80,854 | $83,427-3.1% | $115,756-30.2% | $68,494+18.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 77.1%+22.9pp | 67.9%+32.1pp |
| Annual return | 8.88% | -10.95%+19.8pp | 143.14%-134.3pp | -7.84%+16.7pp |
| Employer contribution / active EE | $3,421 | $3,075+11.3% | $3,793-9.8% | $2,596+31.8% |
| Participant deferral / active EE | $0 | $5,355-100.0% | $6,254-100.0% | $4,027-100.0% |
| Admin fee / account holder | $0 | $5,708-100.0% | $8,124-100.0% | $5,403-100.0% |